At Palatine Financial Planning Ltd we provide holistic financial planning advice to individuals, business owners; also offering a tailored solution for NHS professionals, we do this by focussing on:- - Building long-term relationships - Ensuring clients are adequately protected - Work with our clients to help build and enhance their wealth - Highlighting any shortfalls or financial risks and; - Where risk is taken, that it is within a range comfortable to you. Supporting our advice, St. James’s Place Wealth Management has over 100 in-house experts covering all aspects of wealth management, which include, pensions and retirement planning, investment planning, inheritance tax/estate planning, tax advice and protection. St James’s Place also work in conjunction with numerous other specialists such as Accountants and Solicitors, that are often needed and sometimes already support a client’s overall financial planning structure. Our clients include: - Individuals planning for retirement - Individuals investing towards their medium and long term goals - Individuals who want to protect what is important to them - Business owners/Entrepreneurs - NHS Professionals - Families with complex estate planning needs Andrea Cloughley, Director of Palatine Financial Planning Ltd has worked within financial services for over 15 years, gaining a vast amount of knowledge and experience. Andrea's passion for her role and drive to help her clients work towards their version of financial freedom, she invested the time to expand her knowledge further; becoming a Chartered associate with The London institute of Banking and Finance. Palatine Financial Planning Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.