Pat Kane Wealth Management
Nearby finance companies
20 Dundrennan Road, South Lanarkshire
G776EF
West George Street
West George Street
West George Street
G22NR
West George Street
I help my clients realise their true financial position. I will help you to:
Understand your current financial position.
Realise your financial aims according to your own timescales. Make a financial plan with regular reviews.
An ageing population creates more questions for families. Who pays for home care and where can you get help?
Who pays for home care? Where can I get help for my elderly parents? As Carers Week begins, we answer your FAQs about finding and funding care Who pays for home care? Where can I get help for my elderly parents? As Carers Week begins, we answer your FAQs about finding and funding care
Discovering your Wealth Personality. Try our free financial psychometric test which identifies a clientโs wealth personality and ESG profile.
https://wealthpersonality.co.uk/adviser/pat-kane/
Pat Kane | Adviser | Wealth Personality Wealth Personality - Your wealth personality, analytics and report.
A quick 4 minute read on Dealing with financial shock โ and how protection can keep your accumulation plans on track.
Dealing with financial shock โ and how protection can keep your accumulation plans on track Dealing with financial shock โ and how protection can keep your accumulation plans on track
As we approach the end of the tax year, have you used all of your available allowances?
Settling in well to the new premises at Vale of Leven Golf Club.
Join us for our virtual event on 03 November 2021 at 1.00pm and learn how you can get help to plan for the retirement of your dreams or just understand more about your retirement options. https://sjp-co-uk.zoom.us/meeting/register/tZ0qduuqpj0qGNPFy9yVZNGdEiI_woNo4XB8
At the event you will learn about:
ยท The different pension types, drawing your tax-free lump sum, pension options available to you, and finding lost pension pots
ยท The steps you can take today to help fund the retirement lifestyle you want and deserve
ยท The differences between drawdown and annuities
ยท The tax implications of drawing your pension
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Taxation rules can change at any time and are dependent on individual circumstances.
The Partner / 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). The titles 'Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.
Welcome! You are invited to join a meeting: Are you on track for your retirement?. After registering, you will receive a confirmation email about joining the meeting. โข Learn about he different pension types, drawing your tax-free lump sum, and finding lost pension pots โข Understand the steps you can take today to help fund the retirement lifestyle you want and deserve โข Learn the differences between drawdown and annuities โข Hear about the tax implication...
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Address
168 West George Street
Glasgow
G22NR
Opening Hours
Monday | 9am - 6pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 6pm |
Thursday | 9am - 6pm |
Friday | 9am - 5pm |
Saturday | 9am - 12pm |
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1st Floor, St. Andrewโs House, 385 Hillington Road
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Iโm an Independent Financial Adviser specialising in Pensions, Investments & Wealth Management.