Financial Adviser Practice – Partner of St James’s Place.
Telephone 01554 788442 / 07793 535345
Email Luke.Taffetsauffer@sjpp.co.uk / Katrin.Koal@sjpp.co.uk
I am the Principal of L J Taffetsauffer Wealth Management, a Partner Practice of St. James Place’s Wealth Management. I pride myself in providing an invaluable service to my clients.
Since entering the industry I have devoted my time in helping others make the most of their money and reaching their financial objectives.
I perceive myself as being an investment planning and retirement planning specialist having extensive knowledge in complex areas such as the NHS Pension Scheme, Lifetime Allowance, Annual Allowance and Pension Freedom – At Retirement.
Joining St. James’s Place allows me to have access to technical excellence and exposure to world class financial planning resources for my clients.
A Specialist in dealing with Private Clients, Medical Professionals and Business Owners helping them achieve their financial objectives both now and in the future.
About L J Taffetsauffer Wealth Management
L J Taffetsauffer Wealth Management was established in 2017, when it’s Principal Luke Taffetsauffer accepted an invitation to join St. James’s Place Wealth Management.
We perceive the concept of ‘trust’ to be the cornerstone of financial planning with the intention of becoming your trusted financial adviser and wealth management specialist.
The practice’s philosophy is to provide an outstanding and exemplary level of service to our clients ensuring their financial plans / investment portfolios are meeting expectations.
Every individual is different and therefore needs bespoke financial solutions. Ongoing changing political and economic conditions will inevitably require regular financial reviews on your financial plan.
We offer tailored solutions to our clients and offer advice on Pension Planning, Investment Planning, Inheritance Tax Planning and the Protection against unexpected events from happening such as premature death or serious illness.