How we can help
We offer wealth management advice to individuals, trustees and businesses. We help our clients to create a structured financial plan assisting with mitigation of income, capital gains and Inheritance Tax within the parameters of their individual circumstances.
Whether clients want to grow their wealth or receive a regular income, we aim to help them obtain the best possible returns on their money in relation to their tolerance to risk and investment objectives.
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.
Personalised financial planning
Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your lifegoals and ambitions.
Every piece of financial advice we give at SJP has one simple goal – your personal goal. We share your values and plans, tailor our advice to fit them, and help you use your money to create the best future for yourself, and your family.
