Our advice is holistic and we have a wide range of expertise and knowledge, developed over many years, to help our clients achieve their goals both now, and in the future.

We specialise in the following areas:

• Wealth Preservation and  Investment Management - providing advice and guidance on new and existing investments, in the most tax efficient manner.
• Retirement Planning - establishing new pension arrangements, including Self Invested Personal Pensions, and providing guidance on existing pensions.
• Estate and Inheritance Tax Planning - using Trusts* to protect family assets.
• Corporate Financial Planning – protecting shareholder assets from Inheritance Tax liabilities and providing advice and guidance on the investment needs of the business.
• Long Term Care - helping clients and their families understand financial needs in Later Life.

As well as maintaining long-term, trusted relationships with our clients, we also work closely with carefully selected law firms and accountancy practices.

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.

*Trusts are not regulated by the Financial Conduct Authority.