We offer wealth management advice to individuals, trustees and businesses. We help our clients to create a structured financial plan ensuring mitigation of income, capital gains and Inheritance Tax within the parameters of their individual circumstances.
Whether clients want to grow their wealth or receive a regular income, we aim to help them obtain the best possible returns on their money in relation to their tolerance to risk and investment objectives. Our services include:
Some of the above are not regulated by the Financial Conduct Authority.
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.
The levels and bases of taxation, and the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.