John Cummings
Director and Chartered Financial Planner @John Cummings Wealth Management Ltd
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WORK HISTORY
Director and Chartered Financial Planner @John Cummings Wealth Management Ltd
Southampton, GB
John Cummings Wealth Management Ltd is a Partner Practice of St. James\'s Place Wealth Management which is a FTSE 100 company with over £157.5 billion of client funds under management. We provide expert financial advice to clients across the south. In particular we provide specialist investment and tax planning for business owners and high net worth individuals who want to enhance and preserve their wealth.We take the time to explore our clients’ situation and understand their aims and expectations. Once we have established an open and effective relationship based on an in-depth appreciation of their circumstances we will develop a series of financial recommendations. Our clients benefit if all of their professional advisers work together towards a common objective. We often work with our clients’ accountants and solicitors and have learned that a joined up approach delivers better outcomes – getting it right for the client. If you are an accountant or solicitor and share this vision, please feel free to get in touch today
EDUCATION
Royal Holloway, U. of London
BSc
SKILLS
ABOUT JOHN CUMMINGS
Thank you for viewing my profile. We provide expert financial advice to individuals and business owners. A Business Management graduate from the University of London, I am committed to professional excellence and was awarded the prestigious Phil McMahon Prize in the 2012 Chartered Insurance Institute examinations. I was awarded Chartered Status in the same year and was invited to become a Fellow of The Personal Finance Society in March 2015. We believe that financial planning should ‘start with the end in mind’ and engage with clients to build a plan and then work with them to achieve it. My clients value advice that they can trust and ongoing service with consistency in who they deal with. Typically I am asked to advise in the following areas- Investment planning: managing Investment Risk and mitigating tax - Retirement planning and pensions: exploring how much wealth needs to be accumulated, by when - Life insurance, Critical illness Cover and Income Protection - Estate planning, utilisation of trusts and effective methods of addressing inheritance tax - Corporate financial planning, business protection, shareholder protection schemes & company pension schemes I am part of the Linkedin community to connect to clients and help them grow their business, as well as growing mine. Visit our company website at and view our testimonials in the “About Us” section to see what our clients say about our service and advice. If you are an existing client or would like to become a client I would love to hear from you, please get in touch. 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. 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. 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 06/01/2023
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