We offer high quality financial advice both to individuals and businesses. We help clients with their financial concerns and ambitions by offering tailored solutions. Some of the key areas focused on are:
- Capital Preservation and Growth
- Retirement Strategies
- Reducing Inheritance Tax Liabilities
- Financial Protection Against Risk
We offer Professionalism and expertise and build long term trusted relationships with clients. We guide our clients through every stage of their financial life. We can offer ongoing advice as your needs change and in different financial climates.
There is a full support team who help develop the business and help with meeting high compliance standards. Our clients can expect to receive the most comprehensive and appropriate advice at all times.
The practice works in conjunction with a network of financial specialists, accountancy and legal services.
This website offers you direct access to continually reviewed reporting and analysis, with regular bulletins on key market and economic issues, supported by commentary from members of the St. James's Place Investment Committee and respected fund managers.
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.