Claremont Financial Planning

Our Vision

Claremont Financial Planning Ltd was established in 1994 by John Kiely and has grown to become a respected partner of St. James's Place Wealth Management. We are driven by the vision of empowering individuals and businesses to achieve financial clarity and success.

Who We Are

Our experienced team of qualified and dedicated professionals provides tailored wealth management and financial planning advice to clients in the UK. We take a collaborative approach, working closely with you to understand your unique financial goals and aspirations.

Our Values

• Integrity: We uphold the highest ethical standards and act with transparency in all our dealings.
• Client Focus: Our clients' financial security and well-being are our primary concern.
• Expertise: We maintain our knowledge base and utilize the latest industry tools and technologies.
• Professionalism: We conduct ourselves with utmost diligence and responsiveness.

Our Services

We offer a comprehensive range of services to address every aspect of wealth management, including:

• Wealth Planning: Developing a tailored plan to maximize your financial potential and achieve your financial goals.
• Investment Management: Managing your investments to align with your risk tolerance and financial objectives.
• Retirement Planning: Secure your future through effective planning and tax-efficient investment strategies.
• Tax Planning: Optimizing your tax situation to minimize your tax burden.
• Inheritance Planning: Protecting your assets and ensuring a smooth transition to your beneficiaries.

Building Strong Relationships

At Claremont Financial Planning Ltd, we pride ourselves on building strong and lasting relationships with our clients. We cultivate open communication and transparency to ensure you feel empowered and confident throughout your financial journey. We are committed to being your trusted partners, supporting you every step of the way.