The advice we give is dependent upon getting to know our clients well and understanding their requirements now and in the future. During our initial meeting we will complete a financial review which helps us to build a picture of your current financial situation.
Based on the financial review, we will prepare recommendations to present to you, and of course, you will have an opportunity to ask any questions that you may have. If you are happy with our proposals, we will then help you to implement them.
The kinds of service we offer to private individuals are:-
- Retirement planning
- Portfolio Management
- Investing for income and/or growth inc ISA's
- Regular Savings
- Trustee investments
- Inheritance tax planning
- Life or Critical Illness cover
- Income protection
- Family protection
- Long Term Care
- First time buyers or remortgages
- Buy to Let or Commercial*
*These types of mortgages are not regulated by the Financial Conduct Authority.
There are many possible solutions detailed above, and if you would like a no obligation consultation to help you decide which is most appropriate, please contact us to book an appointment.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you selected and the value may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependant on individual circumstances.