Charles Jowers

A qualified Level 6 Financial Adviser Chartered Associate offering holistic and tailored advice to private clients, helping them with practical solutions to the financial issues that concern them most. Most recently, Charles achieved a Masters in Finance with his research paper based on pension decumulation exploring how clients can maximise their assets to produce optimum income. Charles has a proven track record of advising clients from all backgrounds ranging from young entrepreneurs, senior directors to retired clients. Charles advice covers all areas of wealth management including but not limited to, retirement planning, wealth protection, inheritance tax planning and investment planning. As a Partner Practice of St. James’s Place Wealth Management, at Lordstone Financial we take pride in maintaining a long-term trusted relationship with our clients enabling us to provide a source of upfront and on-going reliable advice which is imperatively tailored to their individual needs. Charles appreciates no two clients are the same therefore my service is personal to you. 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. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs generally depends on individual circumstances. The Partner Practice, Lordstone Financial Planning, 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. 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 xx/xx/xxxx