We look after private clients, business directors/owners, trustees and charities. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and aspirations.
Our advisers have over 25 years experience between them offering financial solutions to our clients, please click below to obtain further information on some of the services that we provide;
- Investing for capital growth
- Inheritance Tax Planning
- Investing for income
- Mitigating Tax Liabilities
- Planning for your retirement
- Planning for exit of a business*
- Protecting your family
- Business Strategy
*Exit Strategies may include products and services that are separate and distinct to those offered by St. James's Place.
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 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.