Today few people have the time to manage their finances effectively. I believe planning for a secure future, be it for your business or your family, is one of the most important steps you will ever take.
The best way I can help you reach your goals is not only to provide you with appropriate advice and guidance now, but also to check that they remain effective in the future in case how your circumstances or other outside factors change.
Whether you are seeking to: Build and preserve your wealth Minimise taxation Help protect yourself against financial risk Plan how to exit your business*
Whatever the situation, I respond with reliable and personal advice designed to suit my clients' individual requirements, all guaranteed by the highly successful St. James's Place Wealth Management Group.
I aim to keep my clients aware of the most up to date information within the markets, and producing a weekly communication covering key market, economic and personal finance news is just one example.
*This may include the referral to a service that is separate and distinct to those offered by St. James's Place.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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I have only had two meetings with Karan but in that brief time I have received more clear and constructive advice than in the previous 20 years. I think I have stumbled upon a passionate professional who genuinely cares about his clients.
The 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 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.