Succession Planning put into Practice…

The Kevin White Practice was established in 2007 when Kevin White joined St. James's Place furthering a highly successful career as an Adviser which started in 1978. In 2016, Kevin became a Senior Partner with St. James's Place. Unexpectedly, Kevin sadly passed away in October 2017 leaving his son Roger, to continue looking after the Practice and our clients.

The Kevin White Practice advises private clients, through all aspects and phases of financial planning up to, and throughout their retirement building personal and lasting relationships with their clients.

Whilst most clients have a higher than average net worth, all wish to plan a secure financial future for themselves and their families. One thing that is more important than ever now is to ensure clients make plans to cover the unexpected, by having well thought through life assurance and estate planning provision in place for their loved ones.

What can The Kevin White Practice do for you?

Whilst active and qualified in covering most aspects of financial planning, they predominately advise on:

• Bespoke investment solutions
• Tax Planning
• Wealth Creation
• Portfolio Structures and Asset Allocation
• Exit Strategies*
• Estate Planning

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.

*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.