Empowering your financial future, one decision at a time
Who we are
Eamonn Cassidy Wealth Management is an independent financial planning practice affiliated with St. James's Place, a leading wealth management firm. We are committed to providing comprehensive and personalized financial advice to individuals and families in the Leicester area.
Our mission
Our mission is to empower you to achieve your financial goals through tailored advice and ongoing support. We believe in building enduring relationships with our clients, understanding their unique circumstances and aspirations, and tailoring our recommendations accordingly.
Financial planning
- Comprehensive wealth assessments and goal setting
- Retirement planning and investment management
- Estate planning and inheritance advice
- Tax optimization strategies
- Retirement planning for business owners
Investment management
- Discretionary portfolio management
- Access to St. James's Place research and investment selection
- Regular reviews and performance analysis
Personalized guidance
- One-on-one meetings to discuss your financial concerns and aspirations
- Open and honest communication throughout the process
- Tailored solutions based on your individual circumstances
What sets us apart
- Client-centered approach: We prioritize your needs and goals, working in your best interests.
- Independent and unbiased: We are not tied to any specific products or institutions, allowing us to offer truly objective advice.
- Experienced and qualified team: Our team consists of experienced professionals with extensive financial knowledge and a proven track record.
- Partnership with St. James's Place: We leverage the resources and expertise of one of the leading wealth management firms in the UK.
Client testimonials
"Eamonn has been an invaluable advisor, offering sound financial guidance and support over many years." - Private Client, Sales Director
"St. James's Place has been an excellent partner, providing tailored financial solutions that have helped us achieve our retirement goals." - Retired couple, Leicester
We are passionate about helping you achieve financial security and peace of mind. Contact us today to schedule a confidential consultation and discuss your individual needs.
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