Together we specialise in meeting the financial needs of people who want to grow their wealth, or those who have higher than average incomes and who's circumstances are often more complex than most.
We help our Private Clients to create a structured financial plan to help with the 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 look for them to obtain the best possible returns on their money in relation to their tolerance to risk and investment objectives.
We also place a strong emphasis on estate and trust planning and in particular ensuring as far as is possible, individuals’ assets are protected against third party claims.
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.
*Trusts are not regulated by the Financial Conduct Authority.