Simon Baldwin

I help business owners, company directors, senior executives and retired clients with face to face financial advice to manage and protect their wealth. I cover all areas of wealth management including; • Review and check if your investment and retirement planning is on track • Protect your family and business against death or long-term serious illness • Make the most of your pension and ISA allowances I have worked in the wealth management industry for over 23 years achieving, joining St. James’s Place Wealth Management in 2013 and achieving Chartered Financial Planner status in 2019, satisfying rigorous criteria relating to professional qualifications and ethical good practice. Many people have accumulated various ISA, pension and life assurance policies over time, so the first step is to review and analyse these to ensure they continue to do the job they originally intended. This is followed up with research and a thorough explanation of the individual financial solution in a clear and understandable plain English format. By doing this, my clients have a full understanding of their current position and they are supported with regular ongoing financial planning reviews I am keen to develop relationships across Worcestershire, West Midlands and Warwickshire with: • Business Owners • Company Directors • Senior Executives • Accountants • Private Client Lawyers If you would like further details, please message/connect with me or view my website at www.highhousewealth.co.uk 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 xx/xx/xxxx