At First Choice Financial Management Ltd our goals are: first, to ensure our clients meet their immediate and future financial goals; second, to ensure that the wealth our clients create during their lifetime enables them to live their lives on their terms and that their wealth passes to the next generation in the most controlled and tax-efficient manner; and third, to give our clients’ children the information they need to receive and use that wealth in the most effective way.
The Partner Practice, based in Ickenham in Middlesex, is run by Alex Murphy, who founded the business in 1995 and since then it has evolved in to the family practice that it is today.
We represent high net worth individuals, small business owners and company directors, and we provide professional advice on all areas of wealth management, including:
- Pre- and post-retirement planning
- Lump sum investments
- Inheritance tax mitigation
- Investing for income
- School fees planning
- Generational/bloodline planning
We help our clients set their goals for the future by creating a bespoke financial plan using state of the art technology and cash flow modelling tools and meet regularly, according to individual needs, to check if they are on track to achieve their goals. We pride ourselves on our professionalism and personal integrity in all our business dealings.
Through our experience and understanding of the complicated world of financial planning, we’re able to cut through the overwhelming and confusing information available and offer peace of mind and financial security for all our clients.
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 levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.