Spillane & Co. Wealth Management
About Spillane & Co. Wealth Management
Our Services
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

Business Solutions
  • Corporate Advice

  • Business Assurance

  • Exit Strategy Planning**

  • Self Invested & Small Self Administered Pensions

  • Trustee Investments

  • Corporate Banking & Commercial Lending

  • Commercial Insurance

Financial Protection
  • 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.