Coen & Clark Financial Planners

As a Partner Practice of St. James's Place Wealth Management, we can meet with you to review any personal or company financial planning requirements. We have considerable combined financial services experience spanning 40 + years, having previously worked globally in Banking, Asset Management, Insurance and Wealth Management. We specialise in offering expert face to face advice in a wide range of financial planning areas including tax efficient investment planning, pension and inheritance tax planning and financial protection for individuals, trustees, and businesses. In addition, as qualified non-practicing Accountants we also have tax expertise and a wider financial knowledge and understanding. Our aim is to provide a highly professional service that always puts the interests of our clients first. We know that you are the most important part of our business and that our future success depends on how well we advise you and help you plan for the future. The level of satisfaction may be judged by the fact that many new clients who come to us are recommended by existing clients. When you need advice, you need advice you can trust, which will assist you in managing your financial affairs more effectively. We can relate to you and your needs, we don't talk jargon, and explain concepts clearly. The Value of your investments can go down as well as up. You could get back less than you invested. 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. Coen & Clark Financial Planners is a trading name of Coen and Clark Ltd.
Social Link - Linkedin: http://www. linkedin.com/company /coen-and-clark-financial-planners
Employee Count: 3
Keywords: financial services