Stephen Germain
I have been providing financial planning advice as a representative of St. James's Place since 2006. My specialisms are Inheritance Tax and Estate Planning.
In order to provide expert advice across a wide range of financial planning disciplines, I have aligned myself with other financial planning specialists.
My underlying goal is to assist clients with visualising and achieving their financial desires. I use dynamic planning software that brings clients plans to life, mapping out potential financial outcomes over a timeline.
Having agreed the future goals and reviewed the existing financial arrangements. We work in partnership to create "Your Future Wealth Plan”, which is reviewed annually to ensure you remain on track.
If you like the idea of forming a long term working relationship with your Financial Adviser click here to arrange an no-obligation meeting.
Specialisms:
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.
