Shaun Ramazannezhad

My journey into the financial services industry was the result of a burning desire to help people more and provide an exceptional service. Choosing to be a self-employed Wealth Consultant enabled me to achieve both. My clients value tailored holistic financial advice that provides the perfect set up towards reaching their career, financial and lifestyle goals effectively, while maximising opportunities, and helping to minimise unnecessary risk and tax. I work with ambitious professionals as, from being one myself, I understand the challenges of being time poor, and the stress of not having a comprehensive understanding of how best to manage the money you work so hard to earn. As for business owners, having grown up with both parents being self-employed directors, and being self employed myself, I understand the challenges of being your own boss, both from a financial and personal perspective. After a successful working life, my services continue into retirement to support the lifestyle you want to live, and eventually ensuring your hard earned wealth passes to your loved ones tax efficiently. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances. McMillan Wealth Consultants Limited 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 http://www.sjp.co.uk/products. SJP Approved 08/02/2023