James Edwards

Background

About James Edwards

I help individuals build wealth and retire comfortably (early if thats your goal!) From Retirement Planning to Investment Portfolios I will look at bespoke planning for you that puts you in control and guide you to financial stability. Most people worry if they will have enough income when they retire With inflation running at a 40 year high of 9% and bank deposit interest at an all time low there is literally no incentive to deposit cash in a bank. Most people are very concerned at the moment about their hard saved money being completely eroded by inflation. As an independent wealth manager I am helping people to understand what else is out there to provide security and higher returns. My clients come to me when: They want to achieve a worry-free retirement They want an adviser that cares about their clients They want to save for the longest holiday of their life - a comfortable retirement They want to create wealth with tax free growth on their investments They want to save for their children's university fees They want a higher return than their savings in a bank account They want to know what to do with the pension they have left behind in the UK They want a formal investor protection scheme They want a bespoke investment portfolio built for them with access to the worlds top fund managers They want to protect their family from an untimely death They want to be able to take their pension with them no matter where they are resident They have inherited a large sum of money Within just a few months of working alongside my clients, they’re frequently able to: Feel at ease about retirement with a plan they can rely on Take those long-awaited, carefree family holidays Spend more time on matters that are most important to them Efficiently and cost-effectively able to pass on their wealth to their family Establish a succession plan beneficial to themselves and their family WANT TO TALK? For more information, reach out to me directly here on LinkedIn or email me at james@templar-eis.com.