About Us
Our approach is a to offer a straightforward but highly professional advice-led service, providing practical, no-nonsense solutions to individuals and businesses alike. We understand that every client’s circumstances and aspirations are unique to them. Therefore all of our advice is bespoke to ensure the solution is tailored to fit an individual’s needs. With ongoing, face-to-face advice and regular reviews you can be sure your financial affairs are always kept on track. Our advice and services can be used for:- Investment planning.
- Retirement planning and options at retirement.
- Tax-efficient schemes, including inheritance tax and estate planning.
- Protecting your family and business.
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.
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.
More about us
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
