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PRESS RELEASE - Dual Financial Power Extends Kirk's Services

East Midlands based Estate Agent, Kirk Estates are pleased to announce their affiliation with Mark Timmins Wealth Management Ltd and White Peak Wealth Management Ltd to offer a broad range of financial advice services and products to all clients. MTWM Ltd and WPWM Ltd are partner practices of St James’s Wealth Management, a highly respected and renowned UK-based wealth management business. A constituent of the FTSE 100 with £54.5bn of client funds under management.

Mark Timmins Wealth Management Ltd

Mark Timmins is an experienced, knowledgeable Chartered Financial Planner and Partner Practice of St James’s Place based in Uppingham, Rutland who prides himself on outstanding personal service with a single focus of providing the very best, most appropriate and relevant advice to each and every client referred to him. His experienced team in Uppingham support him to ensure a seamless and professional service.  Some of the most popular reasons clients are currently seeking Mark’s advice include:

  • Pension annual allowance, without specialist advice many will face substantial tax liabilities, especially for high earners!
  • Income planning to fully utilise the new tax free dividend and bank interest allowances.  Why not ensure you keep 100% of your returns where possible?
  • Estate planning is still a massive issue to many families, few realise that the new  higher allowances will not benefit larger estates!
  • The new pension legislation was extremely welcomed but greater choice has increased the need for expert advice to avoid the many pitfalls to pension planning.
  • With bank interest stubbornly low, obtaining an adequate income from your capital requires careful planning.  This remains a cornerstone of my practice.
  • Changes to dividend taxation will see some paying less tax but for many, there are changes to their planning which will reduce their tax liabilities but as with everything financial, planning ahead and expert advice is the key.

Mark Timmins added, “I’m always delighted to receive enquiries from new clients, no matter how complex or technical your enquiry, you can expect to receive expert, bespoke advice.  This may be the first time you’ve ever felt the need to seek advice regarding your planning or you may have lost touch with your previous advisor.  In all cases you can expect discretion, professional service and an initial meeting without any cost or commitment.’

White Peak Wealth Management Ltd

WPWM Ltd based in Ripley, Derbyshire consists of two qualified partners Simon Dixon and Simon Annable. Both are fastidious, committed individuals whom have devoted their working life to providing mortgage, finance and protection advice. Both are able to arrange finance for a broad spectrum of clients, from first time buyers using the help to buy scheme to high net worth individuals.

Simon Annable say’s ‘Today’s mortgage market can be a frustrating place with lenders requirements becoming more and more onerous even for the most straightforward of loans.

Simon Dixon and I have the experience and knowledge to guide clients through the mortgage process making house buying as smooth as possible.’

Alongside the mortgage, White Peak Wealth Management pride themselves in ensuring clients are protected against adverse circumstances such as long term or critical illness and that any policies provided are written in the most tax efficient manner.

James Kirk, Managing Director of Kirk Estates comments ‘As 2016 begins we are thoroughly delighted to able to announce this exciting and hugely significant relationship, as a dynamic independent estate agency covering the whole of the East Midlands we have been very selective in choosing a financial services partner to work alongside. MTWM Ltd and WPWM Ltd credentials speak for themselves, our ambition is to not only deliver the ultimate residential estate agency service throughout the East Midlands but to also introduce all our clients to the most helpful and thorough Financial services team as a complementing service. Kirk Estates ambitious growth strategy continues.’

Kirk Estates look forward to providing assistance with residential property, investment and development requirements throughout the East Midlands and would be delighted to introduce the associated financial experts, whether it’s regarding a mortgage or more specialist financial advice.

 

SJPP1

 

For more information please contact Natalie Kirk, Marketing Director, Kirk Estates

T: 01664 474 444 E: natalie@kirk-estates.com W: www.kirk-estates.com

 

The Partner Practice 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.

Posted on 12th January 2016

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