As a Partner of St. James's Place I provide wealth management solutions to individuals, business owners and corporate executives. This includes:
• Savings and Investment Planning
• Pensions and Retirement Planning
• Estate Tax Planning
• Review and Update Existing Protection Cover
As your financial planner I offer many additional services / benefits to my clients. For example:
• Cash flow modelling to stress test projections
• Access to some of the largest fund managers in the industry (including many not available to retail clients)
• Regular annual reviews of your personal financial plans
• Plan tax efficiently / adjust quickly to any changes in taxation and legislation
• Peace of mind that there is a plan that we can keep it on track over time
• Offer face to face meetings in the south west and Bristol
• Specialist advice to educational professionals
and bespoke solutions for small business owners, e.g. Aspects to personal exit strategies, protection policies for staff, group medical policies. I am keen to develop relationships with:
• Private clients wanting to set up additional investments and/or retirement planning
• Private clients wanting a review of their protection provision
• Educational staff wanting to supplement their pension provisions
• Small business owners / Company Directors
• Local Professionals to grow my local business network: eg. Accountants / Solicitors (Exeter) / etc. Supporting my advice, SJP has hundreds of in-house experts covering all aspects of wealth management. To get in touch, you can message me on facebook, LinkedIn or at www.mustin.co.uk
The value of your investments can go down as well as up. You could get back less than you invested.
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I started my career with an honours degree in Engineering and a PGCE both from the University of Birmingham. In my thirties and while working as a middle leader in secondary schools I started planning for my long-term financial goals while passing the leadership qualification (NPQML). I invested for long term growth, reading whatever I could. Investing, modelling and planning fast became a passion. This hobby soon led to tax, retirement, estate planning and after ~20 years working as a physics teacher, I decided on a career change to a financial planner. I completed my financial qualifications at SJP gaining my Diploma in Regulated Financial Planning w/ the Chartered Insurance Institute. I love what I do. I also enjoy spending time with my partner and our two children, cooking, listening to a good audio book, visiting the gym, doing DIY and the occasional bit of camping.
