Wealth management

for Private and Corporate Clients

The best way to achieve your financial objectives - for the short, medium and long term - is through a structured yet flexible stragegy; a strategy focussed on the provision of soutions to all of the major financial challenges of life; solutions that are individually tailored, built on understanding and empathy, clearly communicated and executed without compromise.

The formulation and implementation of such a strategy requires an in-depth consideration of client goals and aspirations, a real understanding of situation and risk, with regular reviews taking into account changing circumstances.

In order to ensure delivery of consistent, high quality weatlh management strategies and services to Littlejohn clients, we outsource to English Mutual, a well known financial planning and wealth management organisation in the UK. English Mutual is part of Sanlam UK, which in turn is part of Sanlam Ltd, the long term (AA-) rated international financial services group. As such, English Mutual, backed by market leading risk profiling systems, innovative product manufacture and industry recognised investment management expertise is well placed to advise on all areas of financial planning, for our private and corporate clients, assisting them to meet their objectives, providing effective stewardship of their affairs.

Full details regarding English Mutual can be found at www.englishmutual.com or from Mark Quaye, our 'in house' English Mutual Financial Planner.

Individuals and families Retirement and Investment planning Wealth management Inheritance tax planning Financial protection Education fee planning Long term care fee planning Mortgages

Companies and partnerships Employee benefits Auto enrolment advice Corporate pension planning Key person protection Partnership and shareholder protection Sports advisory services