At Dracup Financial Services Ltd we aim to give you the very best advice based around your needs. We offer a full range of financial advice, helping YOU to make your money grow. We will give you the right advice and information to enable YOU reach your goals. Our promise is to treat YOU fairly at all times whilst delivering a great service with down to earth jargon free advice.
We can help you:
- Review your current financial situation.
- Take advantage of any recent changes in legislation.
- Grow your money tax efficiently
- Inheritance tax planning
- Pension and investments
Most of our clients come to us via personal recommendations as we have long history of building lasting relationships with our clients.
For a full, no obligation review of your finances please contact us to arrange a one-to one meeting.
Our aim is to provide a fast, efficient, and flexible service as a Wealth Manager and Financial Planning Specialist with the emphasis being on sound financial advice grounded in professional knowledge delivered in a way that is easily comprehensible to all.
Neil meets our clients at their chosen venue and at a time that suits them. He will use the initial meeting to gain an understanding of my clients’ current situation and to discover what each client is looking for in a Wealth Manager/Financial Planning Specialist. Neil will provide an efficient professional advice service to build a foundation for an ongoing, client-focused relationship which he hope will eventually stretch across all the generations of the client’s family. Neil contracts with clients in respect of the service standards they expect and he aims to fulfill this as a very minimum. Neil is always flexible to his client’s needs and seeks to exceed clients service expectations at each stage of life and at every change in circumstances.
In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place Wealth Management products on offer. We believe the providers represent the “best of breed” in their respective categories and can deliver the high standards you would expect.
We truly aim to provide a friendly service built on high professional standards and TRUST.
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 circumstances.