Professional financial advice in Yorkshire

Putting aside some of your hard earned money into pensions and savings is one thing; having the time, knowledge and inclination to manage it tax efficiently in an ever changing global and financial landscape is another. That’s where I can add real value to your long term financial wellbeing; let me focus on you, what you want to achieve with your finances, and how to do it tax efficiently.

My approach is people-centric. I will work with you to understand your money mindset, your needs and priorities and then tailor you a bespoke financial strategy. I will then be with you every step of the way on your financial journey.

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.

Kallum Crossley DipFS

Wealth Management Consultant

Get in touch

You can call me direct on 07728022850 or email kallum.crossley@sjpp.co.uk