Eccles Greenwood Financial Planning LLP
Partner Practice of St. James's Place Wealth Management
“As a higher rate taxpayer contributing to a personal pension, I was delighted when Adam advised me that I could receive more tax relief on my contribution than the 20% I was receiving at source. Adam suggested that I contact HMRC, not only did I receive a tax rebate I also ensured that all future tax relief was applied correctly. Without Adams's knowledge I wouldn't be in this position.”
Private Client, Lighting Designer, Skipton
“As an accountant myself, I need someone who is proactive in providing specialist advice and who I can rely on. Lee has provided me with valuable support and help in establishing my own personal pension. I would recommend Eccles Greenwood Financial Planning to any individual or business as their professional and friendly approach has supported me, by offering a comprehensive range of services which is backed with a wealth of specialist knowledge.”
Catherine Wilkinson, Accountant, Simonstone
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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.
Eccles Greenwood Financial Planning LLP is a Limited Liability Partnership registered in England and Wales, Number 0C423202. Registered Office: Suite 2E Business First Limited, 1 Meadway, Ribble Court, Padiham, Lancashire, BB12 7NG, United Kingdom. View the Members of Eccles Greenwood Financial Planning LLP.