Managing Your Wealth
About Simon Jones
Wealth Preservation

- Inheritance Tax Planning and Trust Advice*
- Specialist Tax Planning
- Onshore and Offshore Investment
- Portfolio Management Services
- Annuities and Income Drawdown
- Long Term Care
- Private Client Banking and Mortgages





Preserving and building your capital and safeguarding your assets requires understanding, knowledge and skill. Working closely with our clients allows us to develop strategies which fulfil their current financial needs and assist with longer-term plans to ensure a secure future for their family members.

* Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Services Authority.

Some of the above may involve services that are separate and distinct to those offered by the
St. James's Place.