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Every business advertised in the Directory has been recommended by other RHC members. Please contact: sarah@reallyhelpfulclub.com to find out more.

Flora Stamato Ltd – St. James’s Place

I am a Chartered Financial Planner and I help Private Individuals and Corporate Entities achieve their financial goals.
Having first started in the industry over 20 years ago, my knowledge and experience allows my clients to gain the most comprehensive advice covering all spectrums such as planning for:
Retirement
Investment
Inheritance Tax
Care Fee Planning – SOLLA Accredited* Care Fee Planner

*I am proud to have been awarded the SOLLA accreditation. SOLLA, the Society of Later Life Planners, is an independent body, which is independently audited and endorsed by the Government Body, The Financial Skills Partnership (FSP). SOLLA awards specialist financial advisers in advising older people on financial matters. This gives my elderly clients and their families peace of mind when advising them as it is a specialist area.

Please visit my website for useful tools and more topical information.

The Partner Practice is an Appointed Representative of and 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.

Flora Stamato is a trading name of Flora Stamato Limited. Flora Stamato Limited is registered in England and Wales, Number 08830134. Registered Office: 11 Hamilton Place, Mayfair, London, W1J 7DR.

Lumley Insurance Limited

Lumley is an independent, family-owned insurance broker, specialising in high-value home, commercial, business and farms & estates insurance.
We provide our clients with comprehensive, flexible policies to fit their unique requirements; service is fundamental to our approach, therefore we provide a personal account handler to help you find the most appropriate policy, and they always look after your interests no matter how simple or complex.
Call our new business team today for a quotation.

Kate Cooper

Providing extra clarity and peace of mind on all aspects of financial wellbeing for families, business owners & professionals.

Kate Cooper is a fully qualified financial planner, with 20 years’ experience working in finance, as a Chartered Accountant & Chartered Tax Adviser. After having her daughter, the importance of protecting and investing for her own future, and that of her family had never been clearer. Fast-forward 3 years, she now runs her own business enjoys and enjoys spending all of her working time helping individuals, small businesses & families get the most from their money. In line with her tax background, Kate is always keen to ensure that her clients pay only the right amount of tax, not a penny more. Making full use of all the tax reliefs & allowances made available by the government is absolutely key.

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. Your circumstances may have changed recently, or perhaps they are about to change. Or maybe you would simply like to see a financial plan to help you get to where you want to be in life. Whatever your circumstances or stage in life, it’s always worth seeking proper advice from someone who can help you to understand the options available, without jargon; someone who can help get your money working harder; and ultimately, someone you can trust. Kate is an Associate Partner of St. James’s Place Wealth Management, and as part of the Partnership, her passion is creating trusting and long-term relationships with clients, working with them face-to-face, and supporting them for as long as they need.
These days, few people have the time to manage their own financial affairs effectively and keep up to date in this ever-changing landscape. Kate prides herself in working closely with her clients & other professional advisers to help secure their financial future and is always on hand to offer proactive advice & expertise whenever they need it.

If you would like to arrange a no obligation financial review or would simply like an informal chat, please contact Kate.

The Partner 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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the title ‘Partner’ are marketing terms used to describe St. James’s Place representatives.

Jenny Moloney Wealth Management

My expertise covers the broad spectrum of financial planning and will help you and your business. For more information please contact me on: 020 7744 1655 or visit my website at www.jennymoloney.co.uk
Based in South West London, I provide financial advice to different generations with families, and those approaching retirement and above in the London area.
With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so I can help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
My services cover:
Investment Planning
Retirement Planning
Protection
My central London office is based at the address below. I also work from my home office in East Sheen:
York House
23 Kingsway
London WC2B 6UJ
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 at 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.