St. James's Place Wealth Management offer wealth management advice to individuals, trustees and businesses, which is specifically designed around their individual circumstances.
Our services include:
Investments
The right investments can offer real opportunities to enhance your wealth and protect it against inflation.
St. James’s Place has a broad range of funds to choose from and can provide you with expert advice to help you build an appropriate portfolio. We can also help to ensure that your investments are arranged as tax efficiently as possible, whether you are investing for your own benefit, for your family, or for other beneficiaries.
Retirement Planning
For many, retirement will last as long as, if not longer than, their working lives. While making plans for a long and prosperous retirement is likely to involve investment in pensions, the range of strategies has never been wider. Knowing how to take advantage of the opportunities available to you is key, making our advice essential to both private individuals and business owners.
Protecting wealth
Protecting the wealth and financial future of our clients’ families is a key element of our service. We are specialists in providing solutions to meet exceptional insurance needs, such as unusually high levels of life cover needed to protect estates from Inheritance Tax, or to protect companies and the people who own and manage them.
Other services
In order to complement and enhance our own range of services, we also have access to carefully selected external providers. We believe these providers represent the best of breed in their respective fields and are capable of delivering the high standards of service you would expect. More information on these products and services is available upon request.
The Partner represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Services Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner’ is a marketing term used to describe St. James’s Place representatives.
