Are your finances or future unclear?
Our Purpose
We are here to bring focus back to what truly matters, and redefine the meaning of wealth.
Traditionally, society has measured wealth purely in terms of accumulation, money in the bank and assets in the portfolio without stopping to ask why.
The world has changed. Many people are reflecting on their lives, and realising that their true wealth lies not in their financial assets but in their family, lifestyle, and legacy. Our purpose is to help people redefine wealth on their own terms. We are passionate about helping people achieve their lifelong ambitions by offering a path to long term freedom and peace of mind.
What if you could achieve a life of freedom and fulfilment, and leave a lasting legacy created on your terms?
Package 1
£150 – One-hour consultation. Basic personal financial health check.
Individually tailored tips and tricks on how credit scoring works + how to improve it.
In this session, we will also look to identify clear personal/ financial objectives as well as identify any existing areas of concern.
We will also cover the basics of how to grow personal wealth in a tax-efficient manner.
Package 2
£300 – Two hours split into 2 X 1-hour sessions. Much deeper dive into individual finances & goals.
Detailed, individually tailored advice on how to make your money work hard for you.
Using market-leading cash flow modelling software we will start to create a strategy in which the individual can achieve their goals and maximise tax efficiency.
During these sessions, we will also discuss how to reduce corporation tax & dividend tax whilst increasing personal wealth.
Package 3
Priced on a case by case basis, full holistic financial analysis including Pensions, Insurance & business advice.
Cash flow modelling & formal advice documents included.
Three meetings as a starting point.
Looking to build long term client relationships & set out a robust strategy to achieve all goals in the most tax-efficient manner.
Regular reviews & ongoing advice included.
For enquiries call Dominic Higham on 07813596551 or email Dominic.higham@sjpp.co.uk
Alternatively, contact Rúben Teixeira from BBX London on 07482 314 135
