Money may not buy happiness, but good financial planning can help you achieve your goals, and get to where you want to be in life. Just as everyone is different, so are our financial needs.
Whatever you want to achieve in life, our experienced, friendly financial planning service is tailored to help you get there. When your circumstances change – good or bad – the last thing you need is to be worrying about money. We work closely with our clients to build a relationship that’s based on trust and an in-depth understanding of their finances – and we’re always on hand to help you adapt to the financial challenges in life. If you’re looking for an experienced and trusted financial adviser, get in touch.
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.