Business Details
Trusted Financial Advisers in Leicester
Eamonn Cassidy Wealth Management is a Senior Partner Practice of St. James's Place, specialising in face-to-face financial advice tailored to individual client needs. With over 31 years of collective experience in financial services, our practice focuses on wealth management strategies that help clients build, grow, protect, and preserve their assets. We prioritise long-term relationships, offering expert guidance on retirement planning, protection planning, corporate services, and intergenerational wealth management. Our approach combines professional expertise with a deep understanding of personal financial goals, ensuring clients receive reliable advice aligned with their unique circumstances.As part of St. James's Place Wealth Management plc, we maintain authorisation and regulation by the Financial Conduct Authority, upholding rigorous standards of service and compliance. Our commitment to excellence has earned us consistent client trust over decades, with testimonials highlighting our professionalism, empathetic approach, and ability to deliver sound financial outcomes.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Preservation
Intergenerational Planning
Financial Risk Management
Employee Benefits
Exit Strategies
Highlights and features
- We offer 31 years of combined experience in financial services
- Our team provides FCA-regulated, client-centred advisory services
- Specialised expertise in intergenerational wealth management
- Proven track record of delivering sound financial outcomes
- Personalised approach with long-term relationship focus
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Professional and dedicated
Exceptional service and support
Sound and trustworthy advice
Positive energy and clarity
Long-term financial security
Services
Investment Management
Our investment management service helps clients grow and preserve capital through tailored portfolio strategies. We assess individual risk profiles and financial goals to create diversified investment plans. With access to St. James's Place's extensive product range, we deliver solutions that adapt to changing market conditions while maintaining focus on long-term objectives.
Retirement Planning
We specialise in creating comprehensive retirement plans that ensure financial security during post-work years. Our approach considers pension consolidation, income projections, and tax-efficient withdrawal strategies. By aligning retirement goals with current financial status, we help clients achieve their desired lifestyle while mitigating longevity risks through structured planning frameworks.
Protection Planning
Our protection planning safeguards clients against financial risks through tailored insurance solutions. We assess life, critical illness, and income protection needs to create comprehensive coverage plans. The service includes regular policy reviews to ensure ongoing alignment with changing personal circumstances and evolving family requirements.
Corporate Services
We provide strategic financial guidance for businesses, including succession planning and key person insurance. Our corporate services help entrepreneurs manage business risks while preparing for growth and eventual exit strategies. Through St. James's Place's Entrepreneur Club, we offer specialist support for business owners at all development stages.
Intergenerational Planning
This service focuses on transferring wealth between generations through structured inheritance strategies. We help clients preserve family assets while considering tax implications and future needs. Our approach combines investment management with estate planning to ensure sustainable wealth transfer across multiple generations.
People
Eamonn Cassidy
Senior Partner
With over 30 years' experience in financial services, Eamonn leads our Leicester practice, specialising in wealth management and retirement planning. His client-focused approach combines technical expertise with personal understanding to deliver tailored financial solutions.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, corporate advisory services, and intergenerational wealth planning tailored to individual client needs.
How do you tailor financial advice to individual clients?
We conduct detailed consultations to understand personal circumstances, financial goals, and risk tolerance before creating bespoke wealth management strategies aligned with each client's unique requirements.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
How can I schedule a financial consultation?
Contact us through our Leicester office to arrange an initial consultation where we'll discuss your financial objectives and create a tailored advisory plan.
What areas do you serve?
While based in Leicester, we provide financial advisory services to clients across the UK through our partnership with St. James's Place Wealth Management network.
What is intergenerational wealth planning?
This service focuses on transferring wealth between generations through structured inheritance strategies, combining investment management with estate planning to ensure sustainable wealth preservation.
