I provide holistic financial planning solutions to individuals, families, business owners and corporate executives. I take great pride in building long term relationships with my clients.
Piotr Kasprzak, Financial Adviser
at Wiltshire Wealth Management
The key areas of my service are:
- building and preserving capital
- protecting capital from risk
- building intergenerational wealth
- tax planning
- retirement planning
My advice is supported and guaranteed by St James's Place which has over one hundred in-house experts covering all aspects of financial management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection.
Please feel free to contact me for a non-obligation conversation. I would be more than happy to work with you and create a robust strategy to achieve your financial goals.
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.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products
Wiltshire Wealth Management in 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 title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.
SJP Approved 27/03/2024
Contact Member
Contact Details
Piotr Kasprzak, Financial Adviser at Wiltshire Wealth Management
📞 07889865602
📍Wiltshire Wealth Management, The Coach House, 48 New Park St, Devizes SN10 1DS
