Summary
At McDermott Wealth Management we understand that planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is because of this understood importance that we choose to offer a distinctive, bespoke approach to each and every client and financial situation we come across.
With over 11 years experience within financial services, it was our preferred chosen route to work alongside the prestigious St. James's Place Wealth Management to achieve such high levels of trust, excellence of service and above all integrity. We strongly believe that joining up with such a reputable, award-winning company enables us to provide outstanding, tailored financial planning and wealth management solutions whilst building and maintaining long term relationships. With the added peace of mind of knowing that the suitability of the advice that we provide is also guaranteed.
We appreciate how complex and time consuming many of the concerns you may have can be, which is why we always aim to make both the overall process and advice we offer as simple and relevant for you to understand as we can. These areas include:
•Protection – the groundwork of any financial planning. We would all like the peace of mind of knowing our wealth and lifestyle is maintained in the event of a dramatic change of circumstance whether it be from a personal or business perspective
•Investments – whether its capital growth or an income you require or a combination of both. Our distinctive approach can help you achieve this as tax efficiently as possible
•Pensions – An area we all understand is becoming more and more important to prioritize for yet seem to never get around to it. Plan today for a better tomorrow
•Inheritance Tax / Estate Planning – what some may call ‘a voluntary tax’ due to the ability to reduce or not have to pay at all with the correct advice and planning. Do you really want your loved ones to lose 40% of your estate upon death?
•Mortgages – are you looking to change property as part of your wealth planning or simply looking to save money on your current mortgage arrangement
•Business Planning – are you confident your meeting your full obligations to you employees and if so at the best cost available. Do you have a well planned exit strategy / pension plan for your own business that upon sale will be as tax efficient as possible
With over 11 years experience within financial services, it was our preferred chosen route to work alongside the prestigious St. James's Place Wealth Management to achieve such high levels of trust, excellence of service and above all integrity. We strongly believe that joining up with such a reputable, award-winning company enables us to provide outstanding, tailored financial planning and wealth management solutions whilst building and maintaining long term relationships. With the added peace of mind of knowing that the suitability of the advice that we provide is also guaranteed.
Expertise
We appreciate how complex and time consuming many of the concerns you may have can be, which is why we always aim to make both the overall process and advice we offer as simple and relevant for you to understand as we can. These areas include:
•Protection – the groundwork of any financial planning. We would all like the peace of mind of knowing our wealth and lifestyle is maintained in the event of a dramatic change of circumstance whether it be from a personal or business perspective
•Investments – whether its capital growth or an income you require or a combination of both. Our distinctive approach can help you achieve this as tax efficiently as possible
•Pensions – An area we all understand is becoming more and more important to prioritize for yet seem to never get around to it. Plan today for a better tomorrow
•Inheritance Tax / Estate Planning – what some may call ‘a voluntary tax’ due to the ability to reduce or not have to pay at all with the correct advice and planning. Do you really want your loved ones to lose 40% of your estate upon death?
•Mortgages – are you looking to change property as part of your wealth planning or simply looking to save money on your current mortgage arrangement
•Business Planning – are you confident your meeting your full obligations to you employees and if so at the best cost available. Do you have a well planned exit strategy / pension plan for your own business that upon sale will be as tax efficient as possible
Experience
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McDermott Wealth Management
Principal / Adviser
- Current
Interests and Hobbies
- Off road Mountain Biking
- Basketball
- Gym
- Travelling
- Networking
- Food and Drink
- Basketball
- Gym
- Travelling
- Networking
- Food and Drink
