Jason Hallam

Chartered Financial Planner @Hallam Wealth Limited

I work with Business owners and Individuals to create a tailored financial plan and stick to it.Having really honest conversations to create tailored solutions for - Protection - Life | Critical illness | Income protection - Is yours still relevant- Investment - Creating a savings strategy for short | medium | Long term - Maximise tax allowances and reliefs- Pensions - Thinking about your future | Maximising tax allowances - Corporate - Extracting cash tax efficiently from your business | protecting the company for worse case scenarios | support for owners and employeesThe 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 therefor 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. The value of any Tax relief depends on individual circumstances.Hallam Wealth 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 title `Partner Practice\' is the marketing term used to describe St. James\'s Place representatives.Hallam wealth is a trading name of Hallam Wealth LtdSJP Approved 13/07/2023