Our services include the following key areas that are requested by our clients, some broader than others. We specialise in all key areas, so no matter the complexity or depth of the circumstance, a solution clearly communicated to suit your needs is always possible.

Wealth Preservation

• St. James's Place Bank Savings Facilities
• Onshore and Offshore Investment
• Inheritance Tax Planning and Trust Advice
• Will Reviews*
• Specialist Tax Planning (Corporate & Private)
• Portfolio Management Services
• Annuities and Income Pension Drawdown
• Long Term Care
• Mortgages & Equity Release**

Business Solutions

• Corporate Advice
• Business Assurance
• Exit Strategy Planning*
• Self Invested & Small Self Administered Pensions
• Trustee Investments
• Commercial Insurance

Financial Protection

• Family Protections
• Income and Disability Protection
• General Insurance

*This may involve a separate and distinct service to those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Services Authority.

**This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

St. James's Bank is a division of Bank of Scotland plc

Client Testimonials     more

Guaranteeing Our Advice The St. James's Place Wealth Management Group guarantees the advice given by Senior Partner, Nigel Donohoe when recommending any of the products and services provided by companies in the group.     more

Taxation Advice As part of our Wealth Management Service, we can provide means to reduce all your tax liabilities. Income Tax Capital Gains Tax Inheritance Tax     more

Working with other specialists I often work with client’s own or introduce solicitors, accountants, tax experts, to ensure that all aspects of their financial affairs are considered.     more