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: 

Wealth Preservation

• Inheritance Tax Planning and Trust Advice* 
• Specialist Tax Planning 
• Onshore and Offshore Investment planning 
• Portfolio Management Services** 
• Annuities and Income Drawdown 
• Mortgages 

Business Solutions 

• Corporate Advice Business 
• Assurance Exit Strategy Planning** 
• Self Invested & Small Self Administered Pensions 
• Trustee Investments planning 
• Commercial Lending***
• Commercial Insurance 

Financial Protection 

• Family Protections 
• Specialist Insurance 

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.

*Please note that Trusts, some areas of Inheritance Tax Planning SSAS are not regulated by the Financial Conduct Authority. 

**These may involve services that are separate and distinct to those offered by St. James's Place.