Date: 06 October 2017
05 November 2017 (106 days ago)
MALLON WEALTH MANAGEMENT Tel: 01794 523700 Email: firstname.lastname@example.org Website: www.mallonwm.co.uk As Chartered Financial Planners, we are committed to providing professional, ongoing advice to both existing and new clients from our Practice at Bell Street in Romsey. · Inheritance Tax Planning &Trust advice* . Specialist Tax Planning .Investment Planning Retirement planning We provide an experienced wealth management service and offer specialist advice in a wide range of areas including: Please contact us for further details The Partner Practice represents only St. James's Place Wealth Management ple (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 Trusts are not regulated by the Financial Conduct Authority.