Chestergate Financial Services Ltd

Partner Practice of St. James's Place Wealth Management

Jon Weston
Director

Bespoke financial planning for successful Barristers

As a Barrister your financial situation will require more attention than most. Having worked with successful Barristers across the UK for a number of years, we understand that your time is both precious and unpredictable. Thatís why youíll find we provide a flexible approach backed by a wealth of expertise, allowing you to arrange meetings outside of normal office hours at a location that suits you.

Because we provide a specialist wealth management service to Barristers, we understand the key challenges you are likely to face. These include:

  • Tax provisions to cover future tax bills
  • Protection for you and your family
  • Managing a fluctuating income to mitigate additional rates of tax
  • Funding Chamber share purchase
  • Investment strategies to meet objectives such as school fees
  • Retirement planning: maintaining lifestyle at retirement
  • Maximising the return on investments

As a Partner Practice of St. James's Place Wealth Management, we have access to a range of investment and tax solutions suitable for individuals with more complex financial situations.

We can provide you with access to these solutions through one comprehensive financial plan which we will monitor and review regularly so that you donít have to.

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 tax relief depends on individual circumstances.

  • Tel: 01625 511411