Simon Wade

I create comprehensive goal based financial plans to help my clients achieve their financial goals, be it tax efficient saving for the future, planning when they want to retire, protecting the family with the appropriate Insurance or ensuring family wealth is maintained and passed down in the most efficient manner. More details are available on my website at www.jg-wealth.co.uk Prior to becoming a financial adviser I worked in accountancy a background which helps me understand more thoroughly a client's personal and/or business tax situation as I previously worked primarily with company directors. I live in Sutton, South London, however as an adviser for J G Wealth Ltd based in the City, I have access to Offices in Central London. In addition to this I have clients up and down the country which I ensure that I also meet in a face to face setting. My service is not restricted to purely face to face meetings though as I'm also happy to conduct video meetings for those clients who wish to. This is always decided based on a client's personal preference as I want to make my clients feel as comfortable as possible. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. My personal life outside of advising clients consists of spending quality time with my family, racing at a competitive level in Athletics along with physical challenges to raise money for charities. My latest fundraising achievement was to complete an Olympic distance triathlon, this was by far the most difficult challenge to date as I had to learn to swim freestyle two months prior in order to complete the swim. My other hobbies include Cycling, Swimming (more recently), Motorsport, Badminton, Golf and reading. 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