Jenny Moloney Wealth Management

Strap Line Helping families safeguard their assets * Investing for Income * Retirement & Later Life Planning
Contact Person Jenny Moloney
Phone 02077441655
Area Nationwide

An Associate Partner Practice of St James’s Place Wealth Management

We provide Wealth Management advice to individuals, families and businesses in and around London and the South East of England.

Of particular focus is intergenerational planning; we provide the expert advice and the solutions that enable families to work collaboratively to support each other across the generations. Whether you would like to help your children on to the housing ladder, contribute to a grandchild’s education or wedding, or help your parents with later-life planning, careful consideration can ensure your wealth works harder for all your family without putting your own security and retirement at risk. With the right advice, transferring wealth to others in your family can be extremely rewarding, offering simple ways to reduce or eliminate a future Inheritance Tax liability.

We also help with:

* Planning for retirement – from several decades away, to accessing your pension funds as you need them
* Wealth, income and inheritance tax planning surrounding the downsizing of the family home