Stephen Limbert Wealth Management Limited
Stephen Limbert
DipPFS
With financial adviser numbers so reduced and computer based services on the rise, it can be difficult to establish a long term relationship with an adviser you can trust. This is where we make a difference.
We are passionate about providing our clients with trusted face-to-face financial advice.
About
I have been working in financial services for 30 years and during this time have gained the knowledge and experience that I feel you can be confident that you are in safe hands in an ever changing complex environment. I recognised that my clients needed me to be able to help them with all of their financial advice needs and therefore demanded a wider scope of advice and solutions, whilst also wanting the financial strength that a large company provides.
I chose to accept an invitation to join St. James's Place because of the many positive testimonials I have heard from both existing clients and also existing Partners whose opinions I value greatly.
My expertise covers the broad spectrum of both personal and business financial planning to ensure that you adequately plan for the future but at the same time plan for the continuation of income should unfortunately the need arise.
At the heart of my service is a belief in regular communication to ensure that my clients are kept informed of issues that may affect their financial well-being.
As such I regularly publish a range of newsletters exclusively for my clients, including WeekWatch and quarterly magazine called The Investor which is a very informative read.
Outside of my business, I am and have been for the last 16 years a business mentor for the Prince’s Trust during which time I have had the great pleasure in helping many young adults start off in business and to help them make a success of it. As a Master Scuba Diver I regularly donate and participate in a forum of a small charity called Deptherapy who help injured armed services personnel get into diving as part of their rehabilitation at a difficult time in their life.
Through St. James's Place, we are able to provide our clients with a dynamic and distinctive investment management approach. Working alongside this proposition enables us the time to build long term trusted relationships with clients providing genuinely tailor made solutions, which are flexible enough to adapt to changing needs and goals over time.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 12/01/2023
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.
