What We Do
Ask Us About investment & retirement planning
services.
investment planning.
Ensuring reliable and bespoke financial planning advice and helping you create the right investment strategy are paramount in helping you and your family achieve the financial future you want. We are here to help you find comprehensive investment solutions and build an ongoing relationship to help you achieve your financial goals.
As a Senior Partner Practice of St. James’s Place we have access to their range of risk-rated portfolios which allow you to diversify your investments. They work with fund managers to create a spread of your investments across a variety of global asset types. The different investment styles these fund managers utilise help to create balance and diversification.
retirement planning.
Whether retirement feels a long way off or just round the corner, planning for your retirement is hugely important. Receiving expert and professional advice on how to achieve your goals can help you achieve the future you want.
Whether you are looking to start a pension, require a review of your current planning strategies, or wish to give your employees the chance to do the same, we are here to help you plan ahead so you can enjoy your retirement to the full.
protecting you and your estate.
While many are aware of the need to look at their potential Inheritance Tax (IHT) liability, you will find few who have. We can work with you to see where there may be a liability and help you to protect your family.
Understanding you Capital Gains Tax situation, ensuring you are protected against potential illness and loss of income are other areas to consider so we can assess the right protection for your specific needs.
corporate services.
We can help with corporate finances as well as personal finances. More often than not, business owners do not have time to think about their own financial goals or protecting the businesses they have worked so hard to build. Planning your employees’ financial security is extremely important.
We are here to help you understand and plan your businesses’ financial affairs to help you achieve financial security, We offer advice at all stages of your business through from inception to exits so that you can focus on managing your business.
Additionally, we have a successful Financial Wellbeing Programme in place that we can offer to your employees. This can be group sessions, presentations or one-to-ones and is a great way to engage employees with understanding and managing their own finances effectively.
access to specialist banking and mortgages.
We all wish we had more time to manage our finances effectively. We therefore have access to a variety of solutions that can help make your money work better for you. This includes specialist banking and mortgage support.
Your home may be repossessed if you do not keep up repayments on your mortgage.
other services.
Our services expand far beyond those mentioned so far. We have access to specialists who can help to advise you on a variety of financial planning services, ranging from writing wills, legal services, portfolios management and corporate lending plus many others.
Products and services from other providers have been carefully selected to complement and enhance the range of St. James’s Place products on offer.
Some of the services we have available to us are separate and distinct to those offered by St. James’s Place.
Wills and legal services are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
Services
This Is How We Can Help You.
- investing for income
- growth & income portfolios
- isa's
- investment bonds
- acccess to specialist discretionary fund management
- off shore investments
- planning your retirement
- pension plans
- trustees
- inheritance tax
- gifts
- protection planning
- corporate planning
- corporate pensions
- workplace financial education programme
- acccess to specialist banking & mortgages
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.
Statistics.
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.
The statistics show, proportionally, the spread of services our clients engage with us about.