Paul Price

With over 30 years experience in Financial services I’ve worked with and advised clients from all backgrounds, from FTSE 100 companies to Sole Traders and individuals. I’m passionate about building long term trusted relationships and delivering great client outcomes, whatever your financial needs. How I work with clients is simple, I listen carefully to your needs, goals and aspirations then build a clear plan that is easy to understand and execute. I help you navigate and progress your plan with regular face to face reviews, agreeing and making any adjustments needed to help keep it on track while aiming to deliver on your expectations. To achieve this, I cover all major areas of financial planning, this includes: - Pension and Retirement planning - Tax-efficient saving and Investment planning - Succession Planning and Inheritance tax solutions - Protection planning, both individual and Corporate - Corporate advice to directors and employees At St Peter's Financial Planning we cover the eastern counties of England where we offer a great client experience and service from our dedicated support team. We pride ourselves on delivering personal and professional face to face financial advice, aiming to achieve your financial plans and goals, whatever they may be. Always, our main focus is to build a longstanding trusted relationship with you so we can help you achieve your life plans and goals. Your home may be repossessed if you do not keep up repayments on your mortgage. SJP APPROVED 04/11/2024 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 04/11/2024