We plan holistically for our clients, incorporating their existing arrangements and addressing all financial goals and objectives, and, where necessary, employ financial forecasting software to help clients visualise the journey ahead.

We pride ourselves in building long term relationships with our clients and believe that regular investment monitoring is crucial to achieving the best outcomes which will include, retirement and investment planning, protecting their loves ones and inheritance tax planning.

We believe effecting planning is made up of 5 key areas:

• Set life and financial goals
• Review of your expenditure
• Save for the future you desire
• Mitigating tax 
• Protect your loved ones

Una King Wealth Management aim is to provide peace of mind to individuals and business owners who are serious about wealth management, and we meet on a regular basis to review their requirements.

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.