Our Services

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Delivering a personable, bespoke financial service that is genuinely client focussed.

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages.

Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

Corporate Advice

When you run a business, it is important to look after your own increasingly complex personal financial affairs. Careful planning is key.

Inheritance Planning

While many people are aware of the need for Inheritance Tax (IHT) planning, few are aware of how to eliminate this onerous tax liability, before it’s too late.

Investment Advice

Creating the right investment strategy is crucial in helping to secure your future financial well-being.

Retirement Planning

Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your retirement planning

Protection

Family financial protection against illness or loss of income due to a variety of circumstances is important.

Other Services

Other services we can provide access to are:

  • Will Writing
  • Philanthropy and charitable giving
  • Flagstone Cash management
  • Gallagher The Independent Insurance Broker
  • TorFX Connecting Currency
  • Rowan Dartington Discretionary Management and Stockbroking Services

The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.