Simon Baldwin | High House Wealth Management Ltd.

I help individuals, business owners and NHS consultants, with the aim of helping them grow the value of their pension and investment plans, whilst keeping them as tax efficient as possible. In addition I provide protection planning advice to protect families and business owners against the financial devastation death or long term serious illness can cause. Also, working with my clients…


More about this member

I help individuals, business owners and NHS consultants, with the aim of helping them grow the value of their pension and investment plans, whilst keeping them as tax efficient as possible.

In addition I provide protection planning advice to protect families and business owners against the financial devastation death or long term serious illness can cause.

Also, working with my clients to help them plan their estates effectively to mitigate inheritance tax.

The approach is to put the interests of clients first, taking the time to understand their needs and to establish exactly what they require in order to not only achieve but potentially exceed their financial goals.

This is followed up with research and a thorough explanation of the individual financial solution in a clear and understandable plain English format.

Many people have accumulated various policies over the years so the first step is to review and analyse these to making sure they continue to do the job they originally intended. By doing this my clients have a full understanding of their current position.

By recognising the importance of helping my clients realise their dreams – whether big or small – through Strategic Financial Planning – the advice helps to sustain clients, their family and their health for the future.

The approach is to provide a bespoke financial planning advice to suit my client’s present circumstances.

Meaning What?

•A personal approach
•A thorough understanding of your needs and current position
•Making your goals and ambitions the number one priority

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 and are dependent on individual circumstances.

The Partner Practice 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 title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.

Simon is a member of our Money/ Finance Select team


Specialist Modules

Employers - do you understand the new Pension Reform rules? - • provide employers with an understanding of the pension reform • equip employers with the know...

  • Tax Efficient Investment Planning for Business Owners
  • How to protect your business
  • Year End Tax Planning
  • Employers - do you understand the new Pension Reform rules?
  • How to keep your Business in Business

Testimonials

Testimonial
“I first met Simon at a weekly networking session some 3/4 years ago. After getting to know Simon at the above I decided my pension fund needed better management and placed the business with him and have been with him for this and financial advice since. “Simon advised and implemented my retirement process, organised the updating of our wills* and advised and organised the setting up of various efficient trusts*. If Simon does not know the answer to a related matter he will admit this and find out always coming back with the information He is punctual when attending arranged meetings which we have every 3 months or sooner to keep updated on matters I have now reached the stage where I completely trust Simon to provide me with the best advice to suit our circumstances One of his attributes is if he says he is going to come back to me on a point he notes this at the time and always responds with the information in a timely fashion” Mark Barnett, Retired, Dudley

*Will writing involves the referral to a service that is separate and distinct to those offered by St. Jame's Place and along with Trusts are not regulated by the Financial Conduct Authority.

Testimonial
“Simon has advised my wife and myself for some five years. He has been careful to assess our needs and to invest in what is appropriate for us. We have been very pleased with the results. His service is accessible, friendly and greatly helped by the annual review of what we have and need. We have never felt pressured to take any particular course of action. He has our full confidence.” David Stanley, Retired
Testimonial
“I recently asked Simon Baldwin to take over from my previous Financial Adviser, who I had been with for over 20 years. I am pleased to say that the whole transaction has passed over very smoothly. Simon has looked after me in a very professional manner and he has taken considerable time and effort to explain every process they have carried out, to ensure that I am satisfied with everything they are proposing with regard to my pensions. I would have no hesitation in recommending Simon Baldwin to my friends, family and Clients in the future.”

Member Activity




Webinars

Employers - do you understand the new Pension Reform rules?
How to keep your Business in Business
Year End Tax Planning
How to protect your business
Tax Efficient Investment Planning for Business Owners


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