William Pitman is a Senior Partner based at the Knightsbridge office of St. James's Place. He manages a bespoke business providing integrated and ongoing financial advice to a select group of high net worth clients and their families and also to trustees and businesses.

By conducting a detailed review of a client’s assets and liabilities and also of their income and expenditure, William is able to provide comprehensive advice in respect to each client’s unique financial position. The aim of this analysis is to ensure that the client’s financial portfolio is viewed as an integrated whole, so that the individual can be optimally positioned to meet his or her future obligations and aspirations.

William specialises in providing investment advice by virtue of his background as an institutional fund manager. This guidance incorporates tax advice in respect of pensions and other tax favoured structures. In addition he is able to draw on the expertise of colleagues who can provide specialist advice in relation to trusts, protection and estate planning.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

*Trusts are not regulated by the Financial Conduct Authority.