Fee Saver

Our Journey Begins

John Cummings Wealth Management Ltd was founded in 2003 by John Cummings, an experienced financial planner with a passion for helping clients achieve their financial goals. Founded on the principles of personalized attention and joined-up thinking, we have steadily grown to become a trusted partner for high net worth individuals and business owners in the south of England.

What We Do

We offer a comprehensive range of services aimed at building, growing, protecting, and preserving your wealth. Our expertise includes:

Wealth Planning & Investment Management

• Comprehensive financial planning tailored to your individual needs and goals
• Goal-based investment planning and portfolio management
• Regular reviews and ongoing portfolio optimization
• Risk management strategies to protect your wealth from market volatility

Tax Planning & Estate Planning

• Comprehensive tax planning strategies to minimize your tax burden
• Succession planning and estate documentation
• Inheritance planning for the preservation of your wealth

Business Planning & Retirement Planning

• Business succession planning and retirement planning for business owners
• Employee financial planning and retirement contributions
• Tax efficient investment solutions for your business

Client-Centric Approach

We believe in building lasting relationships with our clients, and our success is directly tied to your financial success. We take the time to understand your individual needs, goals, and risk tolerance. We then work with you to create a tailored plan that aligns with your aspirations.

Our Network & Expertise

We leverage the extensive resources and expertise of St. James's Place Wealth Management plc, a leading UK financial advice company. This allows us to provide you with access to:

• Top-notch research and analysis
• Wide range of investment and planning solutions
• Experienced and qualified advisors across various disciplines

Partnering for Success

By partnering with St. James's Place, we can offer you the peace of mind that comes with knowing your financial future is in good hands. Together, we can navigate the complexities of wealth management and work towards achieving your financial goals.