We provide a high degree of tactile service for those that are serious about their savings and investments.
Our family business offers a deep level of expertise and experience around areas such as:-
- Pension planning
- Savings & Investments planning
- Mortgages & Buy to Let*
- Inheritance Tax Planning
- Trust and Estate Planning*
- Long Term Care Planning
Our clients are typically situated in London and the South, however given that we only market ourselves via personal recommendation, we present no geographical condition on the needs of our customers. And as such we often deal with clients in all reaches of the UK.
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.
*Buy to let mortgages and Trusts are not regulated by the Financial Conduct Authority.
Please feel free to browse this window in to our business and contact us if you feel we can help in anyway.