We look after Private Clients, Business Owners as well as their Companies, Trustees and Charities. We pride ourselves on basing our advice on our strong ethical and moral values as well as a desire to genuinely look after people and help them understand complex financial planning matters in a simple and pragmatic fashion.
It is our goal to help all of our clients plan holistically, considering every aspect of financial planning from ensuring that they, their families and businesses are protected, offering the potential for superior returns on their investments and pensions, as well as asset protection and tax mitigation. We aim to provide and implement bespoke solutions to all of our clients in order to help them achieve their financial goals and objectives. In simple terms, "Holistic Wealth Management Planning", which is tailored for the clients in question based on current Government legislation.
Please click below to obtain further information on some of the services we provide;
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.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.