Charlotte Coronil-Graham

We all have dreams and aspirations for ourselves and our family. Whether that be setting our children on the right path in life with a good education or the chance to travel the world in retirement these plans are inevitably linked to our family finances. I strongly believe that an excellent long term relationship with a financial planner will help families to achieve their goals and ambitions not just now but for generations to come. I make it my purpose to help families determine what these aspirations are and how they can best manage their finances to achieve them. As a chartered financial planner I strive to maintain the highest standards of knowledge and education to ensure that I give my clients the best possible advice. 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