Managing wealth presents many common challenges. However, at the core of our service is an appreciation that our clients often have different motivations and ambitions. These can be far-reaching and complex, but always unique to each individual.
We understand that our advice needs to be as individual as you are, designed to fit around your lifestyle, family life, and your professional interests. Your adviser will work alongside you to build a robust plan encompassing the following key areas:
• Investment Management & Portfolio Construction
• Financial Planning
• Estate and Trust* Planning
• Tax Planning
• Insurance and Protection
*Trusts are not regulated by the Financial Conduct Authority.
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.