Lj Wealth Management

Every client has a dream. It may be building, growing and exiting a business; saving for a child’s education; early retirement or ensuring your wealth is passed on to the next generation with the minimum of tax - Let us help you make it a reality. With a dedicated team behind me, I provide financial and tax advice to help my clients make informed investment decisions towards reaching their goals. A key aspect is to have a strategy which can adjust for life’s challenges along the way. So we will work together creating a roadmap which can be adapted allowing you to remain focused and on track to achieving your dreams. Based on the Surrey/Kent border, but also working out of our City office, we strive to offer our clients a bespoke service by focusing on your personal circumstances and goals; This comes through building a relationship based upon trust, great service and expertise. Please contact me through our website at https://ljwealthmanagement.co.uk/contact to arrange an initial no obligatory assessment of your finances. Lucy Jones is the Principal of LJ Wealth Management, an Appointed Representative of and representing only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The St. James’s Place Partnership’ and the title ‘Partner’ are marketing terms used to describe St. James’s Place representatives.