Our firm provides advice holistically but our principal advice is tailored to Investment Planning, Pension Planning, Estate & Inheritance Tax Planning, Long Term Care Planning and Protection.
Our Financial Advisers help you plan for your future and their recommendations are bespoke to your individual requirements. Irrespective of where you are on your financial journey, we’re happy to help and each client is treated as if they are our only client.
If you’re looking for Investment Advice we have the expertise to help. We can provide an appraisal on your existing investments, or perhaps help you make your first investment.
If you’re looking for Pension Advice we have the expertise to help. We can help get you started, or perhaps provide guidance on the plans you’ve already made. It could be that you need advice on the options to take once you reach retirement or you may simply want reassurance what you’re doing is suitable. Whatever your requirement our highly experienced and qualified advisers are happy to help.
Other areas of finance, such as Inheritance Tax Planning and Long Term Care Planning require specialist knowledge. We have specialist Financial Advisers who can provide expert advice in these areas.
With an ever-changing financial world, and with financial rules and legislation continuingly evolving, it’s our belief clients should consider face-to-face Financial Advice. Our highly qualified and experienced advisers are available to provide this advice to all. So whether you’re starting your financial journey, or whether your finances are of a more complicated and intricate nature, we have an approachable adviser to help.
To arrange a face-to-face meeting with an adviser please contact us.
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.