Louise Winn

WORK HISTORY

EDUCATION

ABOUT LOUISE WINN

Are you looking for someone you can trust? And to build a long-term relationship with?My door will always be open to you and those important to you, during the important stages and milestones in life to ensure that the right arrangements are in place for the right time.Every conversation is personalised to you, helping you achieve goals and plan for the future for you, your family and business at any stages of your financial planning journey.Lifestyle planning and Financial Education is important to me, making it accessible and simple for anyone to be able to access and achieve financial security, whether that\'s purchasing their first home, savings for their retirement or protecting themselves and their loved ones in unforeseen events.I am able to offer advice on- Investing your money- Planning for your retirement (at any age)- Protecting You and Your Family- Corporate Services (e.g. Directors pensions, Employee benefits)- Savings (e.g. ISAs)- Planning for your estate / Trust arrangements- Tax planning- Financial Education & Well-beingThe value of your investment can down as well as up. You could get back less than you invested.Trusts 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 15/4/2025