Charlotte Rush

I joined Burfields House Wealth Management Ltd in July 2016. Since then, I have graduated the St. James's Place Next Generation Academy where I attained my Diploma in Financial Planning and am working my way to becoming Chartered. I love a challenge and to see a plan come together. There is nothing better than the satisfaction I feel when a client leaves a meeting feeling reassured and with complete peace of mind that their finances are in good hands. If you are looking for a financial planner, you probably want to know how to minimise taxation and grow your value and this is certainly something I can help with. I work with clients of all ages and stages of their life to help ensure maximum tax efficiency and a greater potential for their wealth to grow. I'm also Long Term Care qualified meaning I'm able to offer valuable advice in this area and put planning into place to help fund the ever increasing cost of care. Being financially confident and learning to manage personal finances from an early age is something that I am passionate about and take my role as Burfields House Financial Education Specialist seriously. 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. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. 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 15/11/2024