We advise on many aspects of wealth management, helping individuals of widely differing resources or life stages. This includes access to the exclusive range of St. James's Place products which offer many important benefits. Perhaps the most remarkable is the distinctive and highly successful approach to investment management.
We are also able to assist businesses in the increasingly complex area of corporate financial planning, from pension planning through to insuring against the loss or illness of a key employee or Director.
|Investment Planning||Personal & Corporate Tax Planning|
|Retirement Planning||Trust and Estate Planning**|
|Business Protection||Critical Illness|
|Portfolio Management***||Life Assurance|
|Long term care||Business Exit Strategy***|
|Employee Benefits||Inheritance Tax Planning|
|Pensions in Divorce service||Trustee Investment Planning|
Whatever your circumstances, we can create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.
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.
** Trusts are not regulated by the Financial Conduct Authority.
***This may involve a service that is separate and distinct from those offered by St. James's Place.