Our Services
“You don’t have to see the whole staircase, just take the first step.”
Martin Luther King, Jr.
We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
Click on an individual service to find out more…
Our Services
We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation.
Whether you need to set up or review existing retirement planning strategies, for you or your employees, we can help you make the most of your retirement opportunities.
We understand that running a successful business can take priority over the time spent on planning the financial security of you and your employees.
Successful financial planning is not all about pensions and investment. It is just as important to consider how we manage our cash holdings and mortgage debts.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
