Antony Wood

Principal of Antony Wood Wealth Management an Associate Partner Practice of @ St. James’s Place

About

Are you looking for professional advice on pensions, investments or inheritance tax (IHT)? I am a Chartered Financial Planner, I have worked in wealth management and financial planning for 31 years advising personal clients, corporate clients and business owners in all aspects of financial planning. Over these years I have helped clients to navigate their way through an ever-changing financial landscape to simplify their options and plan for financial security. As Principal of a Partner Practice of St. James’s Place Wealth Management, I provide a wide range of wealth management services to individuals in East Berkshire and the surrounding areas. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. All of my clients start with an initial meeting to explore and identify their financial planning needs and objectives, then we work together over time towards achieving financial security for you, your family or your business. The value of your investment can go down as well as up. You could get back less than you invested.

Country

United Kingdom

City

Bracknell

Industry

Financial Services

Skill

Retirement Planning, Investments, Inheritance Tax Planning, Pensions, Estate Planning, Wealth Management, Retirement, Financial Advisory, Asset Allocation, Finance, Wealth, Strategic Financial Planning, Financial Planning, Protection, Portfolio Management, Financial Services, Trusts, Investment Advisory, Investment Strategies, Small Business

Experience

Principal of Antony Wood Wealth Management an Associate Partner Practice of

St. James’s Place

2013-12 - Present · 12 yrs 10 mos

Bracknell

I provide a wide range of wealth management services to individuals and businesses including life, health and income protection, retirement planning spanning both funding for retirement and the options at retirement, investment planning for capital growth and income, inheritance tax and estate planning. 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.

Commercial Financial Adviser

HSBC

2011-5 - 2013-9 · 2 yrs 5 mos

West and Central London

A commercial financial adviser offering wealth management and financial planning advice to business and business owners including Investments, Pensions and Pension options, Inheritance Tax, Specialist Tax Products including Enterprise Zone Trusts, Wealth Planning and Portfolio Management, and Corporate Protection schemes (Share protection, Keyman Assurance and group pension schemes). Specialties: Pension planning, SSAS, SIPP, Drawdown, Phased Retirement options, Pension Transfer Options, Investment and Wealth Planning, Inheritance Tax Planning, Protection solutions for HNW, UHNW and Corporate clients.