Our Business Relationship
We care about our clients and giving them reassurance about their financial futures is of the upmost importance to us. Our clients are reassured by the wealth of knowledge within the practice which has been advising for over 22 years. We see the trust our clients place in us as a privilege, it’s therefore of great importance to us to honour that trust with impeccable client service.
Wealth Preservation
- Inheritance Tax Planning and Trust* Advice
- Specialist Tax Planning
- Onshore and Offshore Investment
- Portfolio Management Services
- Annuities and Income Drawdown
- Mortgages
Building and preserving your capital and safeguarding your assets requires understanding of your future aims as well as your current wishes. Working closely with my clients allows me to develop strategies which help fulfil their current financial aims and assist with longer term plans to provide a secure future for their family members.
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.
*Trusts are not regulated by the Financial Conduct Authority.
Financial Protection
Offering vital peace of mind for both yourself and your loved ones in these essential areas.
- Family protection including Life Assurance and Critical Illness cover
- Specialist Insurance and Protection including Accident, Unemployment and Sickness cover
- Private Medical Insurance
Business Solutions
- Corporate Advice
- Business Assurance
- Exit Strategy Planning*
- Self Invested and Small Self Administered Pensions
- Trustee Investments
- Access to Commercial Lending**
- Commercial Insurance
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.
*May include products and services that are separate and distinct to those offered by St. James's Place.
**Commercial lending is not regulated by the Financial Conduct Authority.
More about us
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
