Ragasree Sarala
Dip PFS
Securing your financial future and your family's well-being is one of life’s most crucial decisions. I can help guide you through this process with personalised advice, helping you understand your unique needs and tailoring a plan that brings your aspirations to life.
About
My expertise encompasses a wide range of financial planning, catering to individuals, families, and businesses. I can assist you in developing customised solutions in areas like:
- Investment Planning: Grow your wealth strategically.
- Intergenerational Planning: Secure your family's legacy for generations to come.
- Tax-Efficient Strategies: Optimise your finances and minimize tax burdens.
- Retirement Planning: Build a secure and comfortable retirement.
- Protection Planning: safeguard your loved ones and your financial security in case of unforeseen circumstances
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.
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 ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
