After determining your specific financial aims and objectives and assessing your risk tolerances, we
will be able to develop a comprehensive strategy
tailored to your individual needs in the following areas:-

WEALTH PRESERVATION

• Inheritance Tax Planning and Trust* Advice
• Onshore and Offshore Investment
• Portfolio Management Services
• Retirement Planning including Annuities and Income Drawdown
• Long Term Care

• Corporative Advice
• Business Assurance
• Exit Strategy Planning**
• Self Invested Personal Pensions (SIPP’s)
• Trustee Investments
• Commercial Lending
• Commercial Insurance

• Protection for the Family
• General Insurances

*Trusts are not regulated by the Financial Services Authority.
**May include products and services that are separate and distinct to those offered by St. James's Place.