We offer a complete Financial Planning and Wealth Management Service by working closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it is needed. Typically people do not have the time or inclination to manage their affairs effectively so in the first instance we will get to know you and review your current circumstances, including financial goals and concerns in order to confirm areas of financial planning in need of attention both in the short and longer term. We will then be in a position to recommend and implement solutions as required to meet financial planning objectives and crucially, carry out regular future reviews making sure plans remain up to date. Working in this way we build up long term relationships with our clients as their trusted adviser.
With the quality and breadth of services and solutions available through St. James's Place, we really feel that we are ideally placed to help you take control of your finances and work in partnership with you to ensure these plans evolve as your needs change.
We are able to offer a complete service in all aspects of financial planning, including a "Best of Breed" Investment Management approach and advice that is fully guaranteed for your protection and peace of mind whether your priorities include:
- Protecting your Family, Mortgage or Income
- Building, preserving or passing on capital as effectively and tax efficiently as possible
- Investing to gain additional income
- Planning to mitigate Inheritance Tax
- Planning for Retirement – both pre and post retirement including Drawdown Advice.
Personal circumstances change over time as do economic conditions including tax and legislation, as we are constantly experiencing now and going forward.
We believe that the need for tailored, face to face Financial Planning and access to a robust and effective Investment strategy has never been stronger.
The level of satisfaction of our service is judged by the fact that most new clients come to us a result of personal recommendation from existing clients.
We very much look forward to welcoming you as one of our clients.
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.