After determining your specific financial goals and objectives, and assessing your risk tolerances, we will be able to develop a comprehensive strategy tailored to your individual needs, in the following areas:
- Inheritance Tax Planning and Trust Advice*
- Specialist Tax Planning
- Onshore and Offshore Investment Planning
- Portfolio Management Services
- Annuities and Income Drawdown
- Long Term Care
- Corporate Advice
- Business Assurance
- Exit Strategy Planning**
- Self Invested & Small Self Administered Pensions
- Trustee Investments
- Commercial Lending*
- Commercial Insurance
- Family Protections
- Specialist Insurance
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 and commercial lending are not regulated by the Financial Conduct Authority.
**Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.