Specialist Advice | LJ Wealth Management

Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Make use of full access to St. James's Place initiative designed to help Small and Medium-sized Enterprises - the St. James's Place Entrepreneur Club.

We know how difficult it is to juggle your family and home life, your career and your finances. We can work alongside you to give you the confidence to make sense of your financial life and become financially secure.

We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.

The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.

As a contractor, you need to provide your own financial benefits package for retirement, savings and protection against risk. There's lots to think about, and we can make sense of it all.

We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, we can help with this.

Lucy Jones

LJ Wealth Management

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