Adam Dennis

Let’s talk money! Talking money can be hard, especially in today’s world where everything seems so complex, our finances is very personal and can make it hard to talk about. The good news is there any ways to make things simple and efficient, and that’s where I come in. In a world stacked with unknown variables and changes in life, building a fundamental plan will allow you to effectively combat these changes without losing sight of your goals for the future. By strategically creating a plan that can adapt with your ever-changing circumstances and on an ongoing basis, I am able to take the guess work out of funding your future unknowns and or efficiently leaving money to loved ones without the need to pay unnecessary tax. I offer a no obligation initial meeting which will allow me to understand more about your goals and objectives and help you understand how I can help get you closer to them. I am passionate about my professional development and are working towards attaining Charted Financial Planner status, however, when time allows I enjoy several hobbies outside of work including golf, fitness and socialising. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 03/04/2024