Alex Ziff Financial Planning Ltd
Experienced Financial Planner and Partner Practice of St. James's Place Wealth Management. Trust, Truth and Transparency are the values I stand for.
Specialising in helping business owners and employees plan for their financial future. I am a Chartered Financial Planner, dedicated to providing first class service to my clients. I offer a comprehensive range of financial solutions to individuals and businesses for generations of families. I provide holistic advice, as I believe that each area of financial advice impacts on another and it’s impo
An interesting article written by Louise Cunnah for Wealthify (https://buff.ly/32ZV6tA) on the UK's level of financial knowledge and the impact it could be having: https://buff.ly/3ABxgIR
Q. What were the circumstances that caused you to initially look for an adviser?
A. I had to find a better way of managing my money rather than simply leaving it in ordinary bank accounts.
Q. How has Alex Ziff helped you?
A. I have found Alex to be very approachable and dedicated to safeguarding the interests of his clients. He took the time to get to know me and understand what my needs are. His advice has always made a great deal of sense.
Q. Have you seen the outcome you were hoping for?
A. Yes, with the ups and downs of the past few years , I felt that my portfolio was in good hands.
Q. What could they have done better?
A. I was very happy with the advice and service I received. Alex was always willing to spend time on any concerns
You can read more of my client testimonials on my VouchedFor account: https://buff.ly/3eeLmFu
Is it better to save or to invest your money? Each can support your financial wellbeing and future goals, but in different ways. We look at the differences, the pros and cons, and what it means for you and your family. You can read the full article here: https://buff.ly/3T3hxbZ
Some of the services we offer include:
Pensions & Retirement Planning
Investment Planning
Tax Efficient Investment Planning
Inheritance Tax Planning
Protection Insurance
Business Insurance
Corporate Solutions
To find out more about my services please visit our website: https://buff.ly/3XNMjpz
Essential financial habits for business owners. Poor financial management in the early months and years could harm your business down the line. Here are some important habits to build for your start-up from the get-go. You can read the full article here: https://buff.ly/3SQr5ag
"Compound interest is the most powerful force in the universe. It’s the basis of all financial planning and the key to building wealth." – John C. Bogle
You can read more of my recent client testimonials on my VouchedFor account: https://buff.ly/3Cm4BWX
To find out more about the services I offer and how I can help, visit my website: https://buff.ly/3XNMjpz
An interesting article written by Robert Farago for Hargreaves Lansdown on where global interest rates could go for remainder of 2024. You can read the full article here: https://buff.ly/46DUcDa
to this young hiding away
A career in elite sport comes with a lot of unpredictability. But with the right plans in place, your finances can remain on track, even if your playing days are curtailed. You can read the full article here: https://buff.ly/3yqRKDo
"The art is not in making money, but in keeping it." – Proverb
How much do you need to retire? The cost of a comfortable pension has risen again in the last 12 months. As part of Pension Awareness Week, we look at what a happy and enjoyable retirement might cost you. You can read the full article here: https://buff.ly/4cWTTpn
What were the circumstances that caused you to initially look for an adviser?
"I wanted to invest an inheritance."
How has Alex Ziff helped you?
"He gives sound, easy to understand advice."
Have you seen the outcome you were hoping for?
"Yes."
What could they have done better?
"n/a"
You can read more of my client reviews on my VouchedFor Account: https://buff.ly/3Cm4BWX
Being ready emotionally to let your business go is not just critical for your wellbeing – it could even make or break the exit deal. Read the full article here: https://buff.ly/4cWbopS
We offer a comprehensive range of financial solutions to individuals and businesses for generations of families. Director, Alex Ziff is a Chartered Financial Planner helping Business Owners and Contractors maximise their wealth and protect their families. Find out more by visiting our website: buff.ly/3XNMjpz
You can read more of my client reviews on my VouchedFor Account: https://buff.ly/3Cm4BWX
Will paying for long-term care affect my inheritance planning?
The cost of social care can not only eat away at your own funds – it can also affect how much money you can pass on, too. Financial advice can help you create a plan that strengthens the financial wellbeing of your whole family.
You can read the full article here: https://buff.ly/3SiAtmB
Retaining senior talent is a challenge for many growing companies. Offering flexible, tailored pension schemes is a good way to keep your executives on board. You can read the full article here: https://buff.ly/3zHtwFq
"Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it. " - Albert Einstein
Hey! I'm Alex Ziff, Director and DipPFS, Chartered Financial Planner.
I understand the challenges that face small business owners, and the balance between investing in one’s business and career, and saving for life’s big events and retirement. My background is running and owning a fashion retail business – I still own a children’s shoe store.
The confirmation of a decisive Labour majority win is likely to be initially taken positively by markets, according to St James’s Place CIO, Justin Onuekwusi. Here, he and other investment experts at SJP outline their thoughts on the short-term impact of the UK election. Read the full article here: https://buff.ly/3xN5Izf
For busy professionals such as lawyers and accountants, finding time to review your long-term financial plans could prove a challenge. However, working with an adviser can be both time and cost efficient. You can read the full article here: https://buff.ly/4eVBoD4
If more than one generation of your family is retired, it may be time to rethink the family finances. You can read the full article here: https://buff.ly/4bkLXNa
Meet the Team! Introducing Allan, our Paraplanner.
Allan does the paraplanning, assisting in maintaining clients’ files and records, and ensuring that the client suitability processes are compliant and in line with regulations.
Embracing technology and reducing waste are among the ways to reduce costs and counter the impact of rising inflation on small businesses. You can read the full article here: https://buff.ly/3XMcccq
Making a voluntary contribution to your State Pension pot could be an efficient way to put money towards your retirement, but it’s important to consider all the implications.
You can read the full article here: https://buff.ly/3VT11wQ
In recent years, the UK stock market has experienced a relative decline in popularity, overshadowed by more favoured markets, such as the US. This shift has prompted a renewed focus on valuations and raises the question of whether UK stocks are ripe for rediscovery.
Read the full article here: https://buff.ly/3VTchcW
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