Achieving Your Financial Goals, One Relationship at a Time
At CTP Wealth Management Ltd, we pride ourselves on building long-term relationships with our clients. We understand that everyone's financial goals and circumstances are unique, and we believe that our expertise and guidance can help you achieve your financial aspirations.
Our Services
We specialise in comprehensive financial planning for private clients and their families, business owners, and senior executives throughout the United Kingdom. Our services include:
- Retirement planning strategies for both pre and post-retirement
- Protecting your estate
- Establishing family trusts for the provision of future generations
- Capital preservation in retirement
- Strategic investment planning
- Extracting profit from companies - director-owned businesses in a tax-efficient manner
- Inheritance tax mitigation
- Corporate wealth management
We take the time to understand your individual needs and provide tailored advice to help you achieve your financial goals. Our clients expect exceptional service and quality advice, and we aim to deliver exceptional service for the lifetime of our relationship.
Our Expertise
As a Senior Partner Practice of St. James's Place, we guarantee the suitability of our advice when recommending any of the wealth management products and services available from companies within the group.
St. James's Place
St. James's Place is one of the UK's largest financial advice companies, founded in 1991. With a network of over 1,000,000 clients and 168 billion of assets under management, St. James's Place is trusted by millions of people to look after their savings and investments.
Our Benefits
By choosing to work with us and St. James's Place, you can benefit from:
- One-to-one financial advice and support
- Access to a wide range of products and services from respected financial institutions
- Ongoing support and guidance from our experienced team
- The backing of St. James's Place, a trusted and experienced financial services company
Our Investment Approach
St. James's Place recognises that no single investment house has a monopoly on investment expertise, so they carefully select a number of external managers to manage their range of funds.
Conclusion
At CTP Wealth Management Ltd, we believe that by working together, we can help you achieve your financial goals and build a more secure financial future. Whether you're looking to build, grow, protect, or preserve your wealth, we're here to support you every step of the way.
