The sporting experiences you have at Oxford will stay with you for all of your life. As will your financial decisions. Taking risk in sport is one thing. Knowing how to take the right risks financially is quite another.
As a member of the Atalanta Society you belong to a unique club. Pursuing sporting excellence and being uncompromising in your goals, you will understand the importance of team work and trust.
The teams working for Stephen Plunkett benefit from a similarly uncompromising outlook. They will help you manage your money; save for later life; create tax efficient structures; secure a higher income and undertake inheritance tax planning.
Putting in place a plan creates a feeling of well-being and security. Little steps lead to significant results. Stephen will oversee, advise and support you in making wise choices at each stage.
A No-Obligation Financial Health Check
The Contact button allows you to request a meeting where we can discuss the options open to you. If you proceed you will receive:
Step 1 - A review of your current financial requirements and your attitude to risk
Step 2 - A review of the impact of recent legislative changes and how they will impact you
Step 3 - A robust financial plan tailored to you
Step 4 - The maintenance of a regular relationship with you to ensure your plan is appropriate to your needs
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.