After determining your specific financial goals 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*
• Specialist Tax Planning
• Onshore and Offshore Investment
• Portfolio Management Services
• Annuities and Income Drawdown
• Long Term Care
• Private Client Banking and Mortgages

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

• Family Protections
• General Insurance

*Trusts are not regulated by Financial Services Authority.

**May include products and services that are separate and distinct to those offered by St. James Place.