Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
Based on core values of excellence of service and above-all, integrity, we will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.
We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to you.
David Catchpole has devoted his working life, now spanning in excess of 20 years, to helping others make the most of their money and realise their financial goals.
Now, as the Principal of Primus Financial Solutions, he promotes the development of long term, trusted relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that he offers.
He has found that whilst they share similar concerns, his clients all need individual solutions to their problems. Many have received financial advice in the past, however the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. To meet your objectives, financial planning has to look at the complete picture.
- Expert advisers
- A broad perspective of your situation
- A lasting relationship
- Guaranteed advice
These are four distinctive benefits of St. James's Place Wealth Management.