For 30 years, M. Bennet B. has been a valued member of the Legacy family! We are honored to have been a part of their financial journey for so long, and we’re committed to providing excellent service for many more years. Click https://lnkd.in/gFD65Cre to leave a review for any of our branches!
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Regulated Financial Planner with a passion for identifying and delivering great financial outcomes for my clients.
Helping clients obtain clarity and re-assurance about their financial futures and providing clear advice to alleviate their worries and concerns is the most rewarding part of my role. #invaluableadvice #takecontrol #makeaplan
Stories of invaluable advice. Discover how expert financial advice from St. James’s Place has impacted the lives of real people and their loved ones. From dealing with a devastating diagnosis to securing their children's future, our advisers provided the guidance and support needed to fulfil their goals, gain confidence, and navigate life's uncertainties: Discover more about the invaluable advice our clients received and how it shaped their lives: https://ow.ly/JJcC50SztzU St. James’s Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. The 'St. James’s Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James’s Place representatives. SJP Approved 05/07/2024 #InvaluableAdvice
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Invaluable advice has the power to change lives - sometimes in momentous, memorable ways... and sometimes in quiet, gradual ways. These client stories showcase the importance of advice in all its guises. I'm very pleased to share these stories from our clients, that bring to life the invaluable advice our SJP Partners' facilitate. #InvaluableAdvice #SJP
Stories of invaluable advice. Discover how expert financial advice from St. James’s Place has impacted the lives of real people and their loved ones. From dealing with a devastating diagnosis to securing their children's future, our advisers provided the guidance and support needed to fulfil their goals, gain confidence, and navigate life's uncertainties: Discover more about the invaluable advice our clients received and how it shaped their lives: https://ow.ly/JJcC50SztzU St. James’s Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. The 'St. James’s Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James’s Place representatives. SJP Approved 05/07/2024 #InvaluableAdvice
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Chief Corporate Affairs Officer and Group Executive Committee member at St. James's Place plc. Also qualified Senior Executive coach and mentor.
The power of the invaluable advice. Earlier this year we launched our national brand campaign showcasing the importance of taking advice from the people you trust. But how has advice really impacted people, day to day? We’ve had the privilege of talking to some of our clients to understand their journeys with financial planning, and the transformative power of invaluable advice. I’m delighted to share some of these stories today. #SJP #InvaluableAdvice
Stories of invaluable advice. Discover how expert financial advice from St. James’s Place has impacted the lives of real people and their loved ones. From dealing with a devastating diagnosis to securing their children's future, our advisers provided the guidance and support needed to fulfil their goals, gain confidence, and navigate life's uncertainties: Discover more about the invaluable advice our clients received and how it shaped their lives: https://ow.ly/JJcC50SztzU St. James’s Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. The 'St. James’s Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James’s Place representatives. SJP Approved 05/07/2024 #InvaluableAdvice
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Discover more about the invaluable advice our clients received and how it shaped their lives: https://ow.ly/JJcC50SztzU
Stories of invaluable advice. Discover how expert financial advice from St. James’s Place has impacted the lives of real people and their loved ones. From dealing with a devastating diagnosis to securing their children's future, our advisers provided the guidance and support needed to fulfil their goals, gain confidence, and navigate life's uncertainties: Discover more about the invaluable advice our clients received and how it shaped their lives: https://ow.ly/JJcC50SztzU St. James’s Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. The 'St. James’s Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James’s Place representatives. SJP Approved 05/07/2024 #InvaluableAdvice
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Chartered Associate of LIBF and Financial Adviser at Abacus Wealth Services Ltd, Senior Partner Practice of St. James's Place Wealth Management.
Setting goals provides clarity and focus to your financial journey, and helps you make better decisions as you can evaluate options based on how they align with your desired outcomes.
Stories of invaluable advice. Discover how expert financial advice from St. James’s Place has impacted the lives of real people and their loved ones. From dealing with a devastating diagnosis to securing their children's future, our advisers provided the guidance and support needed to fulfil their goals, gain confidence, and navigate life's uncertainties: Discover more about the invaluable advice our clients received and how it shaped their lives: https://ow.ly/JJcC50SztzU St. James’s Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. The 'St. James’s Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James’s Place representatives. SJP Approved 05/07/2024 #InvaluableAdvice
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Walshs Director and Financial Adviser, Matthew Gellweiler shares his views on some of the factors and forces driving our current property market in this quick, revealing update. #Walshs #financialplanning #propertymarket #queenslandproperty #realestate
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Did you catch our ad in last week's Illinois Bankers Association e-newsletter? Here's the scoop: ELT is live in the Land of Lincoln, and this game-changing solution is set to streamline your lien management. Enjoy benefits like fraud reduction, faster lien releases, no more lost titles, and significant cost savings. Illinois lenders, transform your processes today!
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Life’s full of uncertainties! 😥 BUT WORRY NO MORE! 😍 My role as your Financial Wealth Planner is to make sure you celebrate life without worries! I can provide you and your family comprehensive programs that fit your needs and budget 😉 PM me for inquiries! #FinancialWealthPlanner #ORDLIA2024wardto1 #team2gether
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Did you know that financial advisers under St. James's Place are restricted, limiting their access to invest your money in the whole market? Recently, they have been in the press for their high fees in comparison to their performance. We've helped numerous clients transition from St. James's Place, often saving them from exit fees. If your investments are currently with St. James's Place, reach out to book a complimentary meeting with James Taylor DipPFS to review your position. #wealth #money #stjamessplace #sjp
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Financial planning to secure your - and your family's - future | Financial Advisor | Bristol & North Somerset | Investment planning | Pension planning
Contrary to popular belief, not all financial advisers are like Ebenezer Scrooge! 🎄 While we love helping people make the most of their money, we believe in balancing saving for the future with enjoying the present. I often tell my clients: "You've worked hard for your money - it's okay to enjoy it!" The real joy in financial planning isn't about hoarding wealth like Scrooge. It's about: • Having confidence in your future security • Feeling peaceful about your financial decisions • Creating a plan that lets you live fully today Like Scrooge we’ve learned (though without needing three ghosts to show us!), money is a tool for creating the life you want, not just something to count in the dark. Our approach is more Bob Cratchit's Christmas dinner, less counting house - meaning honest conversations, warm welcomes, and plans that reflect your real life. Laura Joyce Wealth Management 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). SJP Approved 10/12/2024 #FinancialPlanning #Bristol #SouthWest #WealthManagement #FinancialAdvice
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Elwood Staffing Recruiter Retired AT&T manager
1wGreat service! I’ve been a member since 1982. Love my credit union.