Paul Ward DipPFS

Having enjoyed a long career in the police, I now help my former colleagues and their families with their financial planning, whether still serving, approaching retirement or already retired. Working from my practice on the Suffolk/Essex border, I provide face-to-face financial planning advice to Police personnel and existing clients during their working lives and in retirement. Prior to joining St. James’s Place Wealth Management, I served as a police officer with Suffolk Constabulary. I understand the special circumstances that police and other emergency service professionals experience during their service and when they retire. Having personally taken advice from St. James's Place ahead of my police retirement, I recognised the value of that advice, the services St. James's Place offer and ultimately became a client, I subsequently joined St. James's Place through their Academy scheme. I am dedicated to developing long lasting relationships with clients, providing them with the regular face-to-face specialist advice they seek, whether they are looking for; • Retirement planning • Tax efficient investment planning • Investing for growth or income • Preserving their Estate for the next generation, or • Providing protection for them, their family or business See the St. James’s Place ‘Wheel of Service’ http://www.sjpconnect.co.uk/sjpconnectpdf/SJP989.pdf I have found that some are put off by the term ‘Wealth Management’, in the mistaken belief that only the ‘well-heeled’ require good quality advice, I say “it doesn’t matter how much you’ve got, it’s what you do with it that counts”.. Away from work I enjoy family life, holidays and cycling. I have taken part in a number of charitable cycling events, most notably a USA Coast to Coast ride, we raised a lot of money for local charities and I learned a lot about myself. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The Partner/Partner Practice 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 15/02/2023