Profile
Contact Details
Member: Sally Laking
Company: Sally Laking Wealth Management
Phone: 01702 595 799
Mobile: 07809 619 072
Email: sally.laking@sjpp.co.uk
Website: www.partnership.sjp.co.uk/partner/sallylaking
Nexus Role: Member
Category: Financial Adviser
Services
Annual Reviews
- Regular Reviews of my Clients Existing Arrangements.
- Attitude to Risk Update.
- Fund Switches and Portfolio Rebalances.
- Utilizing Tax Exemptions.
Goal Based Financial Planning
- Using Software to track financial goals and identify shortfalls.
- Protection Against Risk:
- Life Assurance, Mortgage Protection, Critical Illness, Income Protection, Family Income Benefit.
- Director/Employee Benefits e.g. Key Person, Death in Service, Relevant Life Plan, Shareholder Protection.
- Health Insurance e.g. Private Medical Insurance.
- Trusts – Putting protection plans into Trust to protect against Inheritance Tax and to ensure quicker life cover payments are made without having to wait for Probate.
Investments
- ISAs
- Junior ISAs.
- Unit Trusts.
- Investment Bonds.
- Will Trusts & Trustee Investments.
Pension Savings
- Individual & Company Pension Schemes.
Pension Options at Retirement
- Tax Free Cash Only.
- Drawdown.
- Uncrystallised Funds Pension Lump Sum.
- Annuities, Tax Free Cash Only.
Trust & Estate Planning
Portfolio Management
Business Profile
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I have been fortunate over the years to have good financial advice myself but it still surprises me that so many people have not had the opportunity to plan their finances with a fully qualified financial adviser. Having a financially secure future is something all of us are concerned about, however most people do not fully understand or comprehend the options available to them when it comes to Financial Planning. This means that they often make poor choices or no decision at all. |
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Sally Laking Wealth Management 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 http://www.sjp.co.uk/products. |
Contact
Sales Enquiries:
C: Danny Nevill
Office Address:
Suite 3
9 St Johns Street
Colchester
Essex
CO2 7NN

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