Jason Bicknell from Paula Bicknell Wealth Management is a Financial Adviser based in Reading, Berkshire.
We provide financial advice to individuals and businesses in and around the South East. Our advice is tailored to meet your personal and/or business objectives. In particular, we deal with:
Pensions Advice: Helping clients not have to change their standard of living in retirement.
Pension Review: Assisting clients in understanding what plans they have and what income options they might have in retirement.
School Fees Planning: Funding for school fees or University costs.
Investment Advice: Aiming for investments to work effectively to help meet their needs and goals.
Protection planning: Protecting a client’s plans and lifestyle should the unforeseen happen.
Inheritance Tax planning: Helping clients pass on their hard earned money to who they want in a tax efficient manner.
Care Fees Planning: Assisting with advice on funding for care fees and ensuring the appropriate support is sought.
Tax Planning: Assisting clients to ensure that they make use of the valuable allowances they have available to them.
Business Planning: Helping business owners protect their business if the unforeseen should happen, we also assist in aspects of exit planning and retirement planning for business owners.
Cash Flow Forecasting: Working with tools and modelling techniques to assist clients, booth business owners and individuals in understanding their ongoing financial needs and requirements and work towards meeting those needs.
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.