Liz Tuccy

Financial Planner

0116 3190958

WIBN Groups

Biography

My career in financial services started in Bancassurance back in 1998. I then progressed into Stock Broking and Independent Financial Advice before being invited to join St. James\\\\\\\'s Place Wealth Management and start Liz Tuccy Wealth Management. I service clients within the Charnwood Forest area of Leicestershire and live locally to most of my clients.

I have developed an in-depth knowledge and experience within the many challenging areas of financial planning and aim to provide a wide scope of advice dependent upon my clients’ needs. I am currently continuing my studies with advancement towards Chartered Financial Planner status.

I am incredibly passionate about what I do and enjoy working closely with my clients to ensure I provide them with the service they require. Through the distinctive model of St. James\\\\\\\'s Place Wealth Management, I am able to provide my clients with a greater level of service and the best possible advice through the products and services available to the St. James\\\\\\\'s Place Wealth Management Partners.

Some of the key services I offer to my clients are as follows:

Investments

•Retirement planning
•Portfolio Management*
•Investing for income and/or growth inc ISA\\\\\\\'s
•Trustee investments


Protection

•Inheritance tax planning
•Life or Critical Illness cover
•Income protection
•Family protection

* This service is separate and distinct to those offered by St. James's Place


The value of an investment with St. James\\\\\\\'s Place Wealth Managementwill be directly linked to the performance of funds available, and the value can therefore go down as well as up. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.

The Partner Practice 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 www.sjp.co.uk/products. The \\\\\\\'St. James\\\\\\\'s Place Partnership\\\\\\\' and the titles \\\\\\\'Partner\\\\\\\' and \\\\\\\'Partner Practice\\\\\\\' are marketing terms used to describe St. James\\\\\\\'s Place representatives.