After a good career in the force, you will be enjoying your retirement life. After working hard for your money, now is the time to make your money work hard for you. 

Now that you are retired, it is time to enjoy life without worrying about your finances. 

Investments

We can offer you advice which helps create the right investment strategy for your well-earned money, based on your specific circumstances. Find out more about our Investment services we offer here.

Inheritance Tax Planning 

We understand that at retirement, you may be looking to look after others in the family as well as your estate. Long gone was the time when estate planning was only for the wealthy. Talk to us about your estate, and together we can make sure that your estate and family is protected through strategy IHT Planning. Take a look at how we can help with your IHT Planning here.

It may even be a good time review your Wills, or draw one up, if you do not already have one. We work with a number of legal service providers who can help you with your Will writing requirements. This is part of our service and you can find out more here.

A wider range of our full services on offer can also be found here. Let’s talk and together we can start to make plans to make your well earned money work for you in your retirement. 

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. Wills are not regulated by the Financial Conduct Authority.