Wesley has over 20 years’ experience providing expert financial advice with a particular specialism in navigating business owners through their complex planning needs. Wesley believes the key is helping business owners turn their business assets into personal assets along their journey in the most tax efficient ways possible.
Wesley has a very strong background in helping clients utilise their company profits and pensions funds to acquire their own business premises* and also helping to create a long term sustainable family wealth plan which sits at the very heart of what we do.
Wesley is a very keen golfer and he is a blue.
*This may involve the use of a Self Invested Personal Pension (SIPP). These types of pensions will not be suitable for everybody and are generally only suitable for fairly experienced investors. They may incur costs not usually associated with other types of pension schemes and there are strict rules on what property can be held and how. The value of a SIPP can fall as well as rise. You may get back less than the amount invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.