Edward Thornton
DipPFS
Edward works as an adviser within the practice and provides a comprehensive advice-based approach to asset management and tax planning in conjunction with a wide range of related products and services.
He specialises in providing a comprehensive, advice-based approach to asset management and tax planning, He does this in conjuncture withy a wide-range of related products and services to support our clients through long-term relationships, helping to provide and maintain personal financial security and the facilitation of an effective transfer of wealth to the next and following generations.
Edward’s previous career was as an Army officer, he attended the Royal Military Academy Sandhurst before spending time serving with his Regiment over a period of seven years in multiple countries.
About
Whilst everyone’s needs and requirements are different, examples of some frequently considered objectives are:
o To maintain financial security and minimize administration.
o Creating a financial plan that sees you through the different life stages - to enable access to tax effective income and capital, if and when required.
o To consider risk management in terms of an investment management approach (IMA) and related aspects of liquidity/accessibility.
o The potential reduction of exposure to Inheritance tax (IHT) and the opportunity to pass on wealth to the next and following generations.
o A review to consider a relevant and tax effective Will, through a referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstance.
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.
