With offices in Mayfair, we provide wealth management services to high net worth individuals, their businesses and trustees. Our clients come to us because they want more than wealth management. We know that there is no standard way of dealing with clients and our aim is to become the trusted adviser for current and future generations through empowerment and education whatever their circumstances. We offer a full range of wealth solutions from providing access to discretionary portfolios and a unique fund management proposition through to tax efficient structuring & investment planning, succession planning, lending & specialist insurance, access to cash management, specialist entrepreneur services and philanthropy. Backed by a FTSE 100 company, business stability is key along with industry leading performance, and fully transparent costs.
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.