A holistic approach
We advise on many aspects of wealth management or, where it is required are able to facilitate the referral for specialist advice, 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 pensions through to insuring against the loss of a key Director.
| Investments | Personal & Corporate Tax Planning |
| Lifetime Mortgages* | Trust and Estate Planning** |
| Mortgages | Private Medical Insurance |
| Business Protection | Critical Illness |
| Income Protection | Retirement Planning |
| Portfolio Management*** | Life Assurance |
| Trustee Investment Planning | Business Exit Strategy*** |
| Employee Benefits | Inheritance Tax Planning |
| Pensions in Divorce service |
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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
*For the features and risks associated with a lifetime mortgage, please ask for a personalised illustration.
** 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.
