James Bason Wealth Management Limited - Witney

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James Bason Wealth Management Limited: A Comprehensive Overview

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James Bason Wealth Management Limited is a financial planning firm dedicated to providing personalized and comprehensive wealth management solutions. Located at 6 Fallowfield Cres, Witney OX28 1AF, United Kingdom, and reachable at 7830187800, the firm operates with a commitment to building long-term relationships with its clients based on trust and expertise. Their website, partnership.sjp.co.uk, offers further details about their services and approach.

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Firm Background and Expertise

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James Bason Wealth Management Limited is a partnership with Singer & Partners, a well-established and highly regarded financial planning group. This affiliation provides the firm with access to a broader range of resources, research, and expertise. The core focus of James Bason Wealth Management is helping individuals and families achieve their financial goals. They specialize in a holistic approach to wealth management, considering all aspects of a client’s financial situation – including investments, retirement planning, inheritance tax planning, and estate planning. The team possesses a deep understanding of the complexities involved in navigating the financial landscape and is committed to offering tailored advice based on each client’s unique circumstances and objectives.

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Services Offered

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The firm’s service offerings are designed to cater to a diverse clientele with varying financial needs. Key services include:

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• Investment Management: Creating and managing investment portfolios aligned with clients’ risk tolerance and investment goals.

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• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, including pension planning and drawdown options.

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• Inheritance Tax Planning: Minimizing inheritance tax liabilities through efficient estate planning techniques.

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• Estate Planning: Creating comprehensive estate plans to ensure assets are distributed according to clients’ wishes.

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• Financial Planning: Providing comprehensive financial advice covering budgeting, cash flow management, and goal setting.

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They pride themselves on a proactive and collaborative approach, working closely with clients to understand their aspirations and develop strategies to realize them.

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Location and Accessibility

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The firm’s physical location at 6 Fallowfield Cres, Witney OX28 1AF, United Kingdom, provides a professional and convenient base for client meetings. Furthermore, James Bason Wealth Management Limited demonstrates a commitment to inclusivity and accessibility by offering:

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• Wheelchair-Accessible Car Park: Ensuring easy access for individuals using mobility aids.

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• Wheelchair-Accessible Entrance: Providing a barrier-free entry point to the office.

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• Wheelchair-Accessible Toilet: Offering a fully accessible restroom facility.

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• Toilet Facilities: Standard restroom facilities are available.

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Appointments are recommended to ensure dedicated time for thorough consultations and to facilitate a personalized planning process. Clients appreciate the firm’s responsiveness and commitment to providing attentive service.

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Client Feedback and Reputation

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Currently, James Bason Wealth Management Limited has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. This lack of publicly available reviews presents a challenge in assessing the firm’s immediate client satisfaction. However, the firm's affiliation with Singer & Partners lends considerable credibility and suggests a strong track record of delivering quality financial advice.

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Key Features and Benefits

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Here's a summary of the firm's key features and benefits:

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Feature	Description
Expertise	Backed by Singer & Partners, providing access to a wealth of resources and experienced professionals.
Personalized Service	Tailored financial plans designed to meet individual client needs and goals.
Holistic Approach	Considering all aspects of a client’s financial situation, including investments, retirement, and estate planning.
Accessibility	Wheelchair-accessible facilities ensure a comfortable and convenient experience for all clients.

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Contact Information: Phone: 7830187800. Website: partnership.sjp.co.uk. Address: 6 Fallowfield Cres, Witney OX28 1AF, United Kingdom.

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Recommendation: Given the lack of recent reviews, prospective clients are advised to conduct thorough due diligence and seek independent verification of the firm’s performance before entrusting them with their financial affairs.

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"summary": "James Bason Wealth Management Limited is a financial planning firm offering personalized wealth management solutions through a partnership with Singer & Partners, prioritizing client needs and accessibility within a professional setting.",
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