The service we provide places the focus firmly on financial security over the longer term. The range of the Company’s products is constantly evolving in order to anticipate and satisfy clients’ needs.

Some examples of the existing services available through St. James's Place include:

• Investment Planning
• Retirement planning
• Inheritance Tax Planning
• Portfolio Management
• Trust & Estate Planning*
• Off-shore Investment Planning
• Business Assurance
• Corporate Tax Planning
• Life Assurance
• Specialist Insurance
• Health Insurance
• Employee Benefits
• Mortgages

Whatever the 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.

*Trusts are not regulated by the Financial Conduct Authority.