We provide comprehensive financial and wealth planning advice, with you at the heart of all that we do. We are passionate about educating and empowering business owners and professionals to take control of their finances, now and for future generations.
Our purpose is to help people achieve the financial security they deserve. We do this by combining expertise and specialist advice to develop strategies tailored to your individual goals. Together, let’s build a brighter financial future.
Many people dream of the future, but do not focus on creating a financial roadmap to make it possible. We work with you to help create a clear and actionable plan towards getting you there.
At Avail Financial Planning, we create a comprehensive blueprint for your retirement plan to help you determine your unique goals and current plans.
Like tending crops, investing thrives with care. At Avail Financial Planning, we ensure wise management for your desired lifestyle.
At Avail Financial Planning, we can guide you through the process and help ensure that your finances are as inheritance tax-friendly as possible.
Your home is a vital investment. Manage mortgages effectively and optimise borrowing potential with Avail Financial Planning’s expert mortgage advice.
Business success brings complexity. Our services cover auto-enrolment, tax-efficient scaling, and aspect of strategic exit planning, lightening your load.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
Auto-Enrolment products are not regulated by the Financial Conduct Authority.
Real people share their experiences working with us. Find inspiration for your financial journey as you explore their stories.
Charlotte is great. Clear and concise and has grown my pension pot, in line with our plans. Very happy
Charlotte is so personable and highly knowledgable in her approach to supporting you and your business. Over the years she has given me sound advice, she is completely selfless and ensures your best interest is at heart. I totally trust Charlotte with my financial affairs and can highly recommend her.
Charlotte helped me set up my investment pension with expert advice, I feel a great deal of comfort knowing my future is covered. I am looking forward to the continued relationship of Charlotte being my FA, I know she has my best interest at heart.
Charlotte has helped me to understand the various investment opportunities that are available to me and how each offering aligns with my life planning/goals. She has a very personable approach to helping me understand the benefits of each and I am confident that my plans are being well looked after.
Charlotte has managed my finances and pension for many years now and as well as offering brilliant advice on what / how / where my money is invested, my returns always perform well above market expectations. On top of this, Charlotte is very thorough with my day to day finances including where / how I can make savings or achieve benefits by making a change. I have just today referred a colleague to Charlotte as I know she will work with her best interests always.
We recently contacted Charlotte for advice about our finances, pensions, savings and help in forecast planning. Unfortunately we were entering a very uncertain time in our lives, primarily due to serious health issues. Not knowing what the future held, brought questions about our financial situation more into focus. We needed someone to help us review everything, so that we had the reassurance that from a financial point of view we could ensure our primary life objectives could still be met, no matter what. From our first meeting, we felt extremely comfortable with Charlotte. She was a like a breath of fresh air! Very professional, knowledgeable, with plain speaking advice that was so easy to understand. Someone we had trust in, with no hesitation in opening up to... since it was our first time talking so openly about our finances, we thought this process would be daunting, but Charlotte made it very easy. Explaining everything clearly, and giving us the financial advice and reassurance we needed.
I recently worked with Avail Financial Planning and specifically with Charlotte Walters. She is incredibly honest and forthright, providing clear and unbiased advice tailored to my financial needs. Charlotte took the time to understand my goals and crafted a realistic plan without pushing unnecessary products. Her transparency and patience in explaining complex concepts built my trust quickly. If you want a trustworthy and professional financial advisor who truly cares about your success, Avail Financial Planning is the one to choose and I highly recommend Charlotte!
Charlotte has been amazing! Setting up a personal pension had been on my to do list for ages but as a busy mum of two and business owner it kept moving down the list. Charlotte helped me finally take action and get one set up with regular contributions that work for me. She has also looked at the bigger picture for me so I can truly understand my financial situation and the actions I need to take to reach my financial goals.
Charlotte is really easy to deal with. She explains complex financials in plain English. When looking at the future Charlotte explores all the options and makes the most appropriate recommendations. She offers great investment products through St James Place. I am very happy with the performance of the investments I have with her. And am very grateful for the support and patience she is providing currently for our change in circumstances. I feel her advice is professional and comprehensive and would certainly recommend.
Past performance is not indicative of future performance. The reviews shown above have been gathered and displayed directly through Google and have not been verified by SJP.
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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.
SJP approved 30/01/2024
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