Reinaldo Soto-Rosa

MEET REINALDO: I am passionate about helping my clients achieve their financial objectives, from buying their first property, paying for school fees, funding a sabbatical year, retiring early, or dealing with potential inheritance tax liabilities. WHAT I DO: I help my clients in developing a strong financial plan, which covers the areas of creating, growing, and protecting their wealth in the most tax efficient way. I take great pride in building long-term relationships with my clients and monitoring that the plans put in place remain effective over time, despite any change in circumstances. WHAT MAKES ME DIFFERENT: I have over 12 years’ experience providing advice in the areas of pension planning, insurance, and mortgages in the UK. I aim to translate finance, investment planning, pension planning and protection into simple terms and provide clear, thorough, and comprehensive financial advice (in either English, Spanish or Portuguese). I am a Senior Partner of St. James’s Place Partnership, one of the UK’s leading Wealth Management companies. Enough speaking about me - let´s talk about YOU. Would you like to have a plan in place that will help you to achieve your financial freedom? I can help you with: ? Budgeting and Financial planning ? Tax Efficient Investments ?? Retirement planning (new and reviewing of old plans) ? Mortgage advice ☔️ Life, Critical Illness, and Income protection insurances. MY AREAS OF ADVICE -Building and preserving capital and investments. -Planning and growing funds for retirement at desired age and level of income. -Taking advantage of available allowances and incentives. -Gaining financial protection against risk, from life policies to income replacement in case of illness or accident. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. 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