Hello. My name is Aleks Jeromel. I am a Senior Partner with St. James's Place and my major focus is in dealing with people, probably like you, who are serious about their wealth management. In essence, I provide a service that aims to help you to be better off. This can range from the discussion of ways of managing your cash flow and increasing your savings through to the development of a comprehensive Life Plan, which would include a wealth management strategy covering topics such as: 

• Investing your money
• Managing invested capital 
• Financial protection against risk 
• Building retirement funds 
• Inheritance Tax planning Trust investments* 
• Financing the purchase of your home 

I apply a distinct approach to Financial Planning and Wealth Management, by incorporating your financial objectives and plans into an overall Life Plan, ensuring that your longer term personal goals are fully accommodated from a financial perspective. 

My clients are generally either professional people between the ages of 30 and 60 or those who are planning retirement or who have already retired. All groups would have above average earnings or net worth and would therefore have more complex financial needs. 

If, as I believe, you are someone who wants to maximise your financial situation, both now and in the future, then I would be delighted to meet you. Please feel free to contact me if you require any further information or would like to have a "no-obligation" meeting. 

I look forward to hearing from you and to helping you make the right financial decisions for your continuous success. 

"Success built on wealth of rewards!" 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.