The services we provide places the focus firmly on financial security over the longer term.

WEALTH PRESERVATION

- Inheritance Tax and Estate Planning
- Specialist Tax Planning
- Investing for Income/Growth
- Onshore and Offshore Investment
- Portfolio Management Services
- Long Term Care

BUSINESS SOLUTIONS

- Trustee Investments
- Corporate Tax Planning
- Business Assurance
- Exit Strategy Planning and Business Succession Planning*
- Pensions for Directors and Key Employees
- Stakeholder Schemes

FINANCIAL PROTECTION

- Family Protection
- Loan Protection
- Capital Following Critical Illness
- Income During Disability
- General Insurance
- Private Medical Insurance

BORROWING SOLUTIONS

- Residential Mortgages
- Commercial Finance
- Offshore Mortgages

We are delighted to provide a service individually and specifically designed to suit your individual or business financial requirements.

* This is likely to involve the service of a third party whose services are separate and distinct from those offered by St. James's Place.