L J Taffetsauffer Wealth Management was established in 2017, when it's Principal Luke Taffetsauffer accepted an invitation to join St. James's Place Wealth Management.
We perceive the concept of ‘trust’ to be the cornerstone of financial planning with the intention of becoming your trusted financial adviser and wealth management specialist.
The practice’s philosophy is to provide an outstanding and exemplary level of service to our clients aiming for their financial plans / investment portfolios to meet expectations.
Every individual is different and therefore needs bespoke financial solutions. Ongoing changing political and economic conditions will inevitably require regular financial reviews on your financial plan.
We offer tailored solutions to our clients and offer advice on Pension Planning, Investment Planning, Inheritance Tax Planning and the Protection against unexpected events from happening such as premature death or serious illness.
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.