Alex Ziff

I am a Chartered Financial Planner. We offer a comprehensive range of financial solutions to individuals and businesses for generations of families. We provide holistic advice, as we believe that each area of financial advice impacts on another and it’s important to have continuity and focus towards the achievement of your goals. We will work alongside you and help to plan for tomorrow, will commit to face to face meetings with you. We believe that each client is truly individual, we treat all clients the way we want to be treated ourselves, and we pride ourselves on doing so. I understand the challenges that face small business owners, and the balance between investing in one’s business and career, and saving for life’s big events and retirement. My background is running and owning a fashion retail business – I still own a children’s shoe store. SJP Approved 29/10/2024 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. 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 29/10/2024