Professional – Partnership – Trust – Valued – Integrity – Long-term – Success

Mike Evans and Ian Caldwallader are the Directors of Personal Asset Management Wealth Limited. We have over 40 years combined industry experience in financial services, and are members of St. James's Place.

Our ethos is simple. We find solutions to complicated problems; we put our solutions into easy language – plain speak. Our advice is tailored to meet your individual needs and circumstances. If your circumstances require particular expertise that is highly technical we get advice from our team of specialist colleagues from the St. James's Place Partnership.

We provide a dedicated personal service. We prefer ‘face to face’ meetings. Our measurement of success is about long-term client relationships, repeat custom and personal recommendations. We offer our experience and expert advice on a range of products and services whether your priority is to:

• Invest for income
• Make your investments more tax efficient
• Reduce inheritance tax liability
• Preserve and build capital
• Gain financial protection against risk
• Obtain mortgage advice

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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.