We are a highly qualified team of professionals with a wealth of experience working within the financial services industry. In 2015, we were delighted to be appointed a Senior Partner Practice of St. James's Place, the sole advisory channel of award winning St. James's Place Wealth Management. We believe we can provide our clients with a bespoke personal service that is rarely seen in today's financial marketplace.
Our specialist areas are:
- Tax Efficient Investment Planning
- Trust & Estate Planning including Inheritance Tax Mitigation
- Retirement Planning
- Long Term Care Planning
To enable us to remain fully conversant with current tax legislation, market trends and industry standards, we undertake professional training and assessment on a regular basis. You can be confident, therefore, that the advice you receive is up to date and relevant to your personal requirements.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Trusts are not regulated by the Financial Conduct Authority.