Maggie Lax

Background

About Maggie Lax

As a Chartered Financial Planner with Circle Wealth Partners Ltd, I provide a wide range of wealth management services to both individuals and businesses in the South of England. My emphasis is on developing and maintaining life-long relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years while ensuring excellent service and advice supported by the team at Circle Wealth Partners. I offer a personal service based on integrity and technical excellence with the aim of giving clients peace of mind. Consequently, many of my new clients have come from personal recommendations. I help clients to identify their financial priorities and develop a personal strategy to help achieve their goals over an agreed timescale. My services include- Retirement planning- Onshore and offshore investments- Inheritance tax planning- Protection (life, critical illness, income protection) My website provides more information about the services I can provide for you. 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. The Partner 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). The title 'Partner' is a marketing term used to describe St. James's Place representatives. Circle Wealth Partners is a trading name of Circle Wealth Partners Limited. SJP Approved 26/1/23