Rebecca Maxwell-Hyslop is a financial planner based in Clapham, working with clients to help them to achieve their financial goals at whatever life stage they are at. A strong believer that a good financial planner should be a sounding board, a safe pair of hands, a trusted adviser and someone who instinctively grasps a clients hopes and dreams. When done with care financial planning is a way to give you peace of mind and to nurture you and your family so you can prosper in every sense.
In life all of us will experience life changing events that may lead you to wanting to better your financial wellbeing.
Here are 4 reasons why you might consider seeking financial advice:
1) Expanding your family -you will need to make room in your budget to accommodate your new arrival and create financial stability
2) You do not want to invest on your own, investing can be one of the most powerful ways to increase your wealth, however it comes with risks which can scare people away from starting their portfolio. An adviser can help ease your fears and create a strategy that works for you.
3) Building a retirement plan – An adviser can help YOU build YOUR plan for YOUR future
4) Combining or separating your finances from your partner – you may be recently married or divorced or just want to join your finances, an advisor can help you with what can be a very touchy subject in relationships.
Rebecca has over 20 years of experience working in financial services, initially in large city institutions before setting up her financial planning business. She works with both families and small companies to help them to achieve their financial aspirations.
Rebecca would like to offer readers of Clapham Mums a no obligation financial health check.
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.
Rebeca Maxwell-Hyslop Financial Planning, Associate Partner Practice of St. James’s Place Wealth Management.
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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.