At AshleyJai Wealth Management, people are at the heart of our business.
We work with private clients, business owners, and entrepreneurs to create bespoke plans that provide clarity over their financial future, helping them to explore 'What If' scenarios so they can understand potential outcomes before making investment decisions.
If you would like tailored financial planning to help you achieve your financial ambitions, and reassurance that you are suitably protected, we invite you to get in touch for a no obligation meeting to see if we can help you.
Our Values:
* Security: We offer you peace of mind knowing that your finances are secure, and that you have enough invested for your future.
* Support: We will be here to guide and advise you, to answer your questions, and to look at 'What If' scenarios should your circumstances change.
* Choice: We help you to explore different options for your finances so you can make informed decisions.
* Freedom: So you can enjoy your money now, we help create a financial plan that enables you to spend guilt-free.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 19/12/2023
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.