After determining your specific financial goals and objectives, and assessing your risk tolerances, I will be able to develop a comprehensive strategy tailored to your individual needs, in the following areas:
- Inheritance Tax Planning and Trust Advice*
- Specialist Tax Planning
- Onshore and Offshore Investment planning
- Access to Portfolio Management Services
- Annuities and Income Drawdown
- Corporate Advice
- Business Assurance
- Aspects of Exit Strategy Planning
- Self Invested & Small Self Administered Pensions
- Trustee Investments planning
- Commercial Insurance
- Family Protections
- Specialised Insurance
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
* Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
** May involve the recommendation of products and services that are separate and distinct from those offered as Representatives of the St. James's Place Wealth Management Group.