Following a thorough discussion and careful consideration of your financial goals and objectives we are able to provide a comprehensive and robust strategy which will be individually tailored to your needs.
We specialise in the following areas:
- Inheritance Tax Planning & Trust advice*
- Specialist Tax Planning
- Onshore & Offshore Investments
- Portfolio Management Services
- Retirement Planning
- Annuities & Income drawdown
- Long term Care
- Investment planning/ strategy, wealth generation and promotion
- Estate/succession planning incl Wills* and Trusts
- Corporate Advice
- Business Assurance
- Aspects of Exit Strategy Planning
- Self invested & small self administrated pensions
- Trustee Investments
- Commercial Lending*
- Family Protection
- General Insurance
- Corporate protection
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.
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Trusts, Wills and commercial lending are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.