Do you ever feel you cannot see the wood for the trees?
Do you require professional financial advice in relation to your Investments, Pensions,
Mortgage
or possibly mitigating your Inheritance Tax and live in the North East?
If the answers are yes then it could be in your interest to
make contact and book an initial
meeting.
The practice offers a bespoke
personal financial advisory service to individuals throughout the region, having gained a
reputation over 15 years of providing a highly professional service in all areas
of financial planning.
Free Initial Meeting
All initial meetings are completely free of
charge or obligation. During this initial meeting your requirements are
discussed in total confidence and if any further specific advice is required you
will be given an accurate estimate of all possible costs and timescales.
Clients not Customers
The practice does not have customers it has clients, over 200 of them, whom
are seen at least once a year to ensure their affairs are still in order. This is
why the charging structure is geared towards receiving ongoing regular fees
rather than large up front commissions.
Tony Slimmings is Managing Director of Tony Slimmings Limited. Tony
Slimmings Limited is a company registered in England. No. 05682333. Representing St. James's Place Wealth Management plc. which is authorised and
regulated by the Financial Services Authority
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