We look after Private Clients, Business Owners, Trustees and Charities and pride ourselves on basing our advice on our strong ethical and moral values and a desire to genuinely look after people and help them understand complex financial planning matters in a simple and pragmatic fashion. We do not advertise and we grow our business through the referrals of our satisfied clients.
It is our personal goal to help all of our clients with a complete plan that considers everything from ensuring they and their families/businesses are protected, aiming for superior returns on their investments and pensions, to asset protection and tax mitigation. 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.
*May include products and services that are separate and distinct to those offered by St. James's Place.