Are you sure your finances are managed well enough?
of experience
commited to you
Managing finances can be complex, time consuming and sometimes simply not your area of expertise, which is why having financial planner can make all the difference.
Ask yourself some questions…
of experience
commited to you
Families
- What steps have you taken to address your family goals like university funds, homeownership, retirement savings, or establishing a safety net?
- Have you thought about what will happen to your estate after you die?
- How secure and future-proof is your current plan?
Professionals
- How diversified is your current portfolio?
- Will your lifestyle be sustainable should your current source of income end?
- How tax-efficient are you?
Directors
- Are you paying too much tax within your business and are unaware of the effective ways of profit extraction?
- Have you ensured you are making sufficient contributions towards your personal pension while balancing the reinvestment in the business and tax implication?
- What will happen to your business if you were to die or become critically ill – what is your succession plan?
If you find yourself unable to answer questions outlined above, please continue reading...
Who do I help?
I am committed to building and sustaining long-term client relationships based on trust, superior service and the quality of initial and ongoing advice.
I am here for:
FAMILIES
Being a parent is the ability to manage the worries irrespective of the age of the child. Today, it might be all about the cost of family holidays. Tomorrow, it could be about the university fees or the deposit for their first home. It is only up to what steps will you take to get yourself prepared.
PROFESSIONALS
Your lifestyle, hobbies and the pace of your life forms a major part of who you are today. The cashflow might not be an issue at the moment… but will it be sustainable at your later life? As it was said ‘The plan is nothing, the planning is everything’ as the steps you missed today, will not appear again in the future.
DIRECTORS OF LIMITED COMPANIES
One day it was just a thought in your head. Today it is a reality. Running your business only means that you work harder and longer. However, rewards of building something from the ground up and seeing your vision come to life can make all the effort worthwhile. Working with a Financial Planner can only add value to the already well prospering business by utilising the available options and achieving the tax efficiency.
Book a non-obligatory appointment directly with me
Wojciech
Symonowicz
Financial Adviser
What to expect from the meeting:
comprehensive financial health check
Analysis of your current investment
Ability to create goal-based analysis tailored on your current financial position
Preparation of the plan focused on your priorities, needs and attitude to risk.
Meeting agenda
Initial Welcome and Understanding Your Goals
The conversation begins with an introduction to your adviser and a discussion about your personal, family, and business goals.
You’ll share your financial priorities, current concerns, and vision for the future.
Financial Overview and Data Gathering
Together, we’ll review your current financial situation, including income, expenses, investments, liabilities, and business assets.
If applicable, you’ll discuss business valuation, succession plans, and tax considerations.
Discussion of Needs and Opportunities
We will identify areas for improvement, such as tax efficiency, investment diversification, or estate planning.
We will ask about future milestones to align strategies with your timeline.
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.
Strategy Recommendations
You’ll receive tailored advice on topics like investment strategies, succession planning, risk management, and wealth preservation.
Action Plan Creation
A clear, actionable plan will be developed, outlining the next steps, timelines, and key deliverables.
Follow-Up and Ongoing Management
We will monitor your financial plan and adapt it as your circumstances evolve.
Schedule a non-obligatory meeting
About me
I am Wojciech Symonowicz
a financial adviser who founded Stag Wealth Management Ltd to help clients with a matter that, for some, feels like the most complex part of their lives: their finances.
Our mission here at Stag Wealth Management Ltd is to build and sustain long-term client relationships based on trust, superior service, and the quality of initial and ongoing advice.
With over 15 years of experience in the financial sector and countless meetings with clients across the UK, we can provide a highly personalised service and become your trusted financial adviser for many years to come.
Each of our clients can expect a tailored service focused on their priorities and needs. We concentrate on all aspects of financial planning, including Retirement Planning, Investment Planning, Inheritance Tax Planning, and Protection Planning. We achieve this through regular review meetings that support the creation of a risk-adjusted plan based on your objectives.
You do NOT NEED a Financial Adviser if:
You have a solid understanding of financial concepts
You are comfortable making financial decisions
You have the time and interest to manage your finances
You have an emergency fund in place
You have a clear understanding of your financial goals
You are proactive about your financial planning
You are comfortable with tax planning
You have a succession plan or estate planning in place
You are prepared for retirement
If you answered ‘No’ to any of the above statements, it’s certainly a good idea to get in touch with a Financial Adviser.
What my clients say
The reviews shown above have been gathered, collected and displayed directly from Facebook reviews of our business and have not been verified by SJP.
FAQ
What does a Financial Adviser do?
A financial adviser helps you plan and manage your finances including investments, savings, and retirement planning by utilising available products and services.
Both, personal and corporate bodies (businesses) can benefit from the service of a Financial Adviser.
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.
Do I need a financial adviser for retirement or investment planning?
Yes. A financial adviser can help create a personalised strategy to meet your goals and objectives by utilising the solutions you may have a limited knowledge of.
Moreover, regular reviews will only reassure the plan that is being implemented fits well with your priorities that may change in the future.
When should I start working with a Financial Adviser?
You can start at any time, but it is especially useful during major life events like marriage, family planning, change of employment, business development phase or retirement planning.
One thing to remember is that each plan needs time to be effective so it is always better to speak to Financial Adviser early rather than too late.
Do I need a financial adviser if I invest on my own or have a pension arranged by my employer?
A Financial Adviser can offer guidance, even if you already invest on your own to ensure your plan aligns with your long-term goals.
How do financial advisers charge for their service?
Typically, you pay for the advice and the products the financial adviser recommends.
You will receive a personalised illustration which sets out how these charges apply to your specific investment or solution prior to making a decision.
