Our advice is tailored to meet your personal and/or business objectives.
We offer you the benefit of a single relationship to meet all your financial needs offering face to face specialist advice for all clients whether on a personal basis or for their business to help build and maintain their current and future aspirations covering all the spectrums of wealth management/financial planning.
What we offer:
A confidential, personal service tailored to your own needs including:
- Preserving and building capital and growing wealth
- Inheritance Tax & Estate planning
- Retirement Planning and Pension Reviews
- Providing Financial Protection
Our commitments and promises:
- A confidential professional service, tailored to your needs
- Integrity & honesty
- Face to face personal advice
- Regular ongoing reviews
- The client is at the heart of what we do
- Long standing relationships throughout a client's financial life
St. James’s place offers a holistic wealth management approach. We have access to the exclusive St. James’s Place range of products. These offer important benefits, of which perhaps the most remarkable is the St. James’s Place approach to investment management.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
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.