The range of services we provide and have access to places the focus firmly on financial security
over the longer term.

Wealth Preservation
Inheritance Tax and Estate Planning
Investing for Income/Growth
Onshore and Offshore Investments
Portfolio Management Services*
Long Term Care

Retirement Planning
Personal Pensions
Pension Transfers
Individual Stakeholder
SIPP and SSAS
Income Drawdown
Annuities

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

Financial Protection
Family Protection
Capital Following a Critical Illness
Income During Disability
General Insurance
Private Medical Insurance

Borrowing Solutions
Residential Mortgages
Commercial Finance
Offshore Mortages**

*May involve a service that is spearate and distinct to those offered by St. James's Place.

**Please note that changes in the exchange rate may increase the overall amount of debt.