Shawclough & Healey August 2021

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ADVERTISING FEATUREAndy P Collins Wealth Management LimitedIt’s coming home…It’s coming home!By the time this reachesyour door we will knowthe answer – However, thesentence made me thinkabout how I help clientsunderstand their finances.Clients approach me and start our discussion in anarea that is of immediate interest to them.I specialise in Protecting what you have, Investments– or planning your Retirement income and Mortgages,tax efficiently – Just ASK!Because you have value, the discussion inevitablycovers what happens when that value needs to passon. Without a Will you are Intestate which means thefirst £270k would go to any remaining Spouse plus afurther 50% of the reside – the remaining 50% goes tochildren in the immediate blood line.So it might not be coming home if you don’t planproperly!My role is to understand your position, explain clearlywhat will happen and make recommendations toensure that what you want to happen does happen –Just ASK!I work with fellow professionals in structuringintergenerational estate planning. This discussion isappropriate to Limited companies and Individuals,as the company may or may not have direction inthe Articles of Association but does that match yourpersonal Will if you have one, or more importantlywhat you want to happen.A full financial review to discuss your immediate needand your overall position is time well spent.I make the complex simple – Just ASK!I help individuals, business owners andDirectors make better financial decisions.I can’t change the events that shape your future,however, I can ensure that you’re prepared with abespoke plan, and your resources are employedfocused on desired Goals.As part of my understanding you as an individual or abusiness, I review existing plans to check if they arefit for purpose, and your current wealth is protected,should any changes not be one you had planned.So, if you don’t have a plan or just wish to check thatwhat you have in place is working with you towardsyour Goal, then – Just ASK!Andy is widely regarded as a Financial Servicesbusiness leader with a demonstrated history ofsuccess at board level. His thirty plus years ofFinancial services experience has enabled him todraw on a wealth of knowledge and skills.During that time, he has held Head of sales, Directorand Senior management roles with some of theUK’s leading institutions.I am locally based and offer planning inthe following areas:• Preparing for retirement and in-retirement advice• Investment planning• Pension planning• Protection for you and your family• Inheritance tax and Inter-generational planning• Investment planning for children/grandchildren• Protection for self-employed, company directorsand key people• Aspects of tax efficient business exit strategies.The value of an investment with St. James’s Placewill be directly linked to the performance of thefunds you select and the value can therefore godown as well as up. You may get back less thanyou invested.The levels and bases of taxation, and reliefs fromtaxation, can change at any time. The value of anytax relief is dependent on individual circumstances.To book an appointment contact medirectly with confidence and no obligationon 07831 686716 or 01706 620613.Meetings can be arranged face to face orvirtually using Microsoft Teams or Zoomto maintain social distancing.Please visit my website for moreinformation www.andypcollinswm.co.ukSt. James’s Place guarantees the suitability of the advicegiven by members of the St. James’s Place Partnershipwhen recommending any of the wealth managementproducts and services available from companies in theGroup, more details of which are set out on the Group’swebsite at www.sjp.co.uk/products.18 To advertise call 07976 289967 or 07974 434793 or email sales@streetwisemag.co.uk
Making the right decisions can bestressful at the best of times,but we are here to help.Whatever’s on your mind, just ask.P YDNASNILLOC)PM( IIC treC SFPpiDrotceriDDTL TNEMEGANAM HTLAEWrentraP etaicossA tnemeganaM ht laeW ecalP316026 | 60710 617686 13870ku.oc.pjs@snilloc.pydnaku.oc.mwsnillocpydna.wrentraP ecitcarP ehTVisit our website www.streetwisemag.co.uk for all the info about the Streetwise magazinestcudnoetisbews'puorg eht no tuo.s19SJP12026 V1 (04/20)
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Shawclough & Healey August 2021

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