We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to you. We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whatever your priority is: 

Personal Clients 

• Preserve assets for long-term financial security;
• Plan for retirement; 
• Effectively manage cash and borrowings. 
• Family Protection against death, serious illness, or incapacity
• Grow existing wealth to achieve income and expenditure objectives tax efficiently 
• Inheritance 
• Tax Mitigation and the preservation of wealth for future generations
• Long Term Care 

Business Clients 

• Corporate Pensions – SIPP’s and SSAS’s 
• Key Man/ Shareholder Protection – Loss of Profits 
• Employee Benefits 
• Retirement Planning – Profit Extraction 
• Tax Efficient Investments for Businesses 
• Business Succession Planning

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 have access to the distinctive approach to Investment Management and Guarantee the suitability of our advice to you from St. James's Place.