Shaun sets up financial advice company in town

Published on 03/03/2013 06:09

A new financial advice and wealth management company has been launched in Market Harborough.

Shaun Downs (DipFa) has opened Shaun Downs Wealth Management at St James’s Place in 25-26 Leicester Road, Harborough.

He is an associate partner of St James’s Place Wealth Management and has worked in the wealth management industry for many years.

During this time he has continued to develop his expertise in financial planning and he prides himself on being able to provide invaluable and professional advice to his clients.

He said: “My main focus is building long-term lasting relationships with my clients.

“My advice is the highest standard, not only do I meet with clients regularly, I also keep them up to date with weekly updates through a Monday market bulletin.

“With the world of financial advice constantly changing and evolving I feel that it is essential to write bespoke financial plans so that my clients can achieve their goals by ensuring they stay on track through the completion of regular financial reviews.

St James’s Place is a FTSE 250 company with £32 billion funds under management.

Mr Downs specialises in investments, retirement planning, protection life, critical illness and earnings protection, inheritance tax planning and probate. For more details, call 01858 440170 .

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Shaun sets up financial advice company in town

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