Many of our clients are involved in the sports and entertainment world, either self employed or running their own businesses, working unusual hours and travelling frequently.

As members of the St. James's Place Partnership, we offer a personal wealth management service that is designed to cater for busy people who simply do not have the time to manage their own financial affairs. This is one of the reasons why we do not simply offer ‘off the shelf’ solutions.

The services we offer include:

• Inheritance Tax Planning
• Pension Retirement Planning
• Investment Portfolio Management Services
• Protection (including life cover, critical illness and loss of earnings)
• Mortgages (residential, buy to let, access to commercial)
• Key Person Assurance
• Partnership Protection Assurance
• School Fees Planning
• Offshore Investments
• Tax & Trusts Planning

Through the St. James's Place Partnership website, our clients are able to obtain instant online valuations of pensions and investment holdings. The service is secure, updated on a daily basis and can be accessed at any time, from wherever clients might be – so they are able to keep up-to-date.

Your home or other property 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.

Some buy to let mortgages are not regulated by the Financial Conduct Authority.

Trusts are not regulated by the Financial Conduct Authority.