How We Help
A plan to achieve your goals
Our passion is to build a long-lasting relationship with you and to give you the right advice to help you meet your financial goals.
As a Chartered Fellow and Certified Pension Expert, the financial areas we can help you with are:
- Retirement Planning (including Defined Contribution, Defined Benefit/Final Salary, SIPP and SSAS Pensions)
- Onshore and Offshore Investment Planning
- Inheritance Tax Planning
- Life Assurance
- Critical Illness
- Income Replacement Protection
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 reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.