In 2012 Osian I Rees, Principal of IRP Wealth Planning accepted an invitation to join St. James's Place Wealth Management. Prior to this, the practice was operating as an IFA for 16 years.
For business owners/Directors/Farmers we make sure that you have an exit strategy* to get the capital value out of your business when you choose. We also put steps in place to help your family get the capital value out of the business if you don't make it!
Owing to concerns directly with our older clients and their children, typically in their 50's, Osian is now independently accredited by SOLLA(Society of Later Life Advisers) to advise on later life planning issues. We mainly focus on provision of long term care and estate preservation advice to out clients. We address the impact of care and look to place the estate in the optimum position to give choice. Also we will help to correctly complete and check that all relevant documentation is put in place before care is required if possible. This is a very sensitive and important area of advice to all concerned.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.