In recognition of the fact that all of our clients are different we take the time to ensure we understand your financial needs and future aspirations by offering a tailored solution to them.
We offer the following Wealth Management and Financial Planning services
- Investment Advice
- Retirement Planning
- Family and Business Protection
- Reducing Inheritance Tax through Estate Planning
- Employer Benefit Schemes
- Portfolio Management Service
Our many years of experience in the Financial Services Industry allow us to deliver a comprehensive range of solutions to our clients.
If you wish to discuss any area of your finances without any obligation or commitment, please feel free to call or email me to arrange a meeting.
Keeping you up to date
We aim to keep clients aware of the most up to date information within the markets. Our website features Market Bulletins highlighting financial and economic issues on a regular basis. Please click the Market Update link on the left to view these or alternatively ask to be included in our weekly distribution of the Bulletin.
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.