We recognise that many of our clients share similar concerns and aspirations, similar hopes, fears and dreams. However, we also know that each client is unique and deserves a bespoke service, tailored to their individual financial requirements.
We believe strongly in face to face advice and we are happy to meet with you in the comfort of your own home, workplace, or in our offices as required.
Based on our core values of excellent service, discretion and integrity we aim to provide all our clients with wealth management advice now and into the future.
Helping you to reach your personal financial goals and make the most of your own resources, we can advise you on several areas including but not limited to:
- Building and preserving capital for a specific purpose
- Retirement planning
- Mortgages; residential or buy to let*
- Protection: life insurance, critical illness cover, income protection and more
- Reduction or mitigation of tax liability
Planning for a secure future for yourself, your family or your business is a crucial step; let us help you to take it.
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. The value of any tax relief depends on individual circumstances.
*Some buy to let mortgages are not regulated by the Financial Conduct Authority