Philip Moody
About Philip Moody
A holistic approach

We advise on many aspects of wealth management, helping individuals of widely differing resources or life stages. This includes access to the exclusive range of St. James's Place products which offer many important benefits. Perhaps the most remarkable is the distinctive and highly successful approach to investment management.

We are also able to assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the loss or illness of a key employee or Director.

    InvestmentsPersonal & Corporate Tax Planning
    Retirement PlanningTrust and Estate Planning**
    Business ProtectionCritical Illness
    Income ProtectionMortgages
    Portfolio Management***Life Assurance
    Long term careBusiness Exit Strategy***
    Employee BenefitsInheritance Tax Planning
    Pensions in Divorce serviceTrustee Investment Planning
Whatever your circumstances, we can create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.

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