We advise clients on many aspects of wealth management, helping individuals who may have very different resources and find themselves at various life stages to achieve their personal goals.
In order to deliver appropriate advice we spend a great deal of time listening to and understanding each of our clients’ specific requirements before offering a bespoke solution.
As a Partner Practice of St. James’s Place Wealth Management, we have access to the exclusive range of St. James’s Place products which offer many important benefits, perhaps the most remarkable of which, is the distinctive approach to investment management.
We advise Private Clients on many aspects of Wealth Management, with particular emphasis placed on providing appropriate investment solutions.
|Investment Planning||Personal & Corporate Tax Planning|
|Lifetime Mortgages*||Trust and Estate Planning**|
|Mortgages||Private Medical Insurance|
|Business Protection||Critical Illness Cover|
|Income Protection||Retirement Planning||Portfolio Management***||Life Assurance|
|Business Exit Strategy***||Employee Benefits|
|Inheritance Tax Planning||Pensions in Divorce service|
|Trustee Investment Planning|
So whatever your circumstances, we can create a bespoke financial strategy that is personalised and relevant to you, your family or your business.
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.
*For the features and risks associated with a lifetime mortgage, please ask for a personalised illustration.
** Trusts are not regulated by the Financial Conduct Authority.
***This may include the referral to a service that is separate and distinct to those offered by St. James's Place.