At Tilikum Wealth Management, we help our clients create a bespoke financial life plan. We work with individuals, families and companies and we help our clients achieve their financial life goals whilst aiming to save some tax along the way.
We have a large range of tools that we can use to help our clients, and we have expertise in a wide range of specific areas. The more common areas of help that we provide for our clients are:
- Regular or lump sum savings plans to help with future expenditure such as school/university fees, house purchase or that dream yacht
- Regular or lump sum savings plans with tax relief to help provide an income when you stop working
- Help to structure lifetime assets so that your estate can be passed on to the next generation in a tax-efficient manner
- Protection in the event of death, diagnosis of a critical illness or accident/injury
- Help to find the best mortgage for you
- Referrals to specialist will-writers
- Access to a sophisticated cash management service via Flagstone
- Corporate advisory consultancy and advice to entrepreneurs, SMEs and well-established businesses
We enable our clients to take better control of their finances so they can be excited about their future.
‘Tilikum’: a word in Chinook (native American) jargon that means: people, family, tribe or relative (sometimes also ‘friend’).
Tilikum was also the name of my late father’s yacht when we lived in Tanzania. We used to sail out to local islands and knock oysters and mussels from rocks. It was during these times that my love for sailing was initially sparked.
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.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Will writing involves the referral to a service that is seperate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.