In 2008, our Practice joined St. James’s Place Wealth Management. We are now able to continue to service existing clients and grow the business as a result of first class support and services.
Our aim is to provide clients with a full range of financial planning services and work in conjunction with other St. James’s Place Partners who can offer a whole range of specialist advice.
We offer specialist advice and services in Investment and Inheritance Tax Planning. We also offer pre-retirement and at retirement planning, with all options available to the clients.
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. The value of any tax relief depends on individual circumstances.