Paul Schofield Wealth Management
Paul Schofield Wealth Management have a team of 4 fully qualified financial advisors, who provide holistic advice, mainly to directors, professionals and retired clients, helping them with practical solutions to the financial issues that concern them most.
This covers all areas of wealth management; including retirement planning, estate planning, Inheritance Tax planning advice, wealth protection, savings planning, investments, and personal/business protection.
As a Senior Partner Practice of St. James’s Place Wealth Management, based in Burnley, our emphasis is on maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years. Fundamentally we see our approach as one of problem-solving for the client - rather than product-selling. As a result, our clients can expect to receive the most comprehensive, holistic, and appropriate advice at all times.
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