Ed Samuel Hons Dipfa
Financial Adviser at Howard Financial Planning Ltd @St. James's Place
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WORK HISTORY
Financial Adviser at Howard Financial Planning Ltd @St. James's Place
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.
EDUCATION
Middle School Public Saint-Exupéry
French Studies
Chartered Insurance Institute
Long Term Care Insurance (CF8)
University of the West of England
2:1 BA (Hons) Business Administration with Marketing, Business Administration and Management, General
LIBF
Diploma in Financial Advice, Advanced Financial Advice
ABOUT ED SAMUEL HONS DIPFA
I work closely with clients, providing wealth management solutions to individuals, business owners and corporate executives. I am able to offer solutions in all aspects of financial planning including- Building and Preserving Capital- Investing for Income- Managing Cash and Borrowings- Mortgages- Financial Protection (Life Insurance, Critical Illness Cover, Income Protection)- Retirement Planning/Pensions- Inheritance Tax Planning- TrustsSupporting my advice, St. James\'s Place Wealth Management Group have the resource of over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. St. James\'s Place also work closely with specialist independent solicitors and accountants.I have a degree in Business Administration from UWE Bristol. I have 20 years experience working in management positions for FTSE & NASDAQ listed corporations. In 2016 I moved in to financial advice to pursue my passion for helping individuals demystify personal finance to improve their financial future. In my free time I enjoy exploring the Kent coast with my family, keeping fit (Park Runs, HIIT), Antique hunting and improving my french. Your home may be repossessed if you do not keep up repayments on your mortgage.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.Trusts are not regulated by the Financial Conduct Authority.The 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 05/01/2027
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