Saxton Financial Planning is proud to offer its clients and their families tailored financial advice that is focussed on helping them to accomplish their dreams. Our client’s financial goals are often aligned to their life goals so by really getting to know our clients, we are able to create them a goals-based financial planning strategy. Regular reviews mean that we are well placed to adapt, to our client’s changing priorities, as their circumstances change as they inevitably will over the years.
As well as being able to advise on other areas of financial planning, we help our clients to navigate the often confusing world of retirement planning by presenting solutions in a manner that is easy to understand.
In addition, Craig is passionate about helping individuals and families to structure their estate in the most tax efficient manner, with the aim of them leaving the kind of legacy that can benefit their loved ones long into the future. This is best summed up by the term Intergenerational Planning.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (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.