We take pride in building long term relationships by offering a personal, face-to-face service with our clients, covering all their financial planning needs such as:
- Protection for individuals, families and businesses against sickness and/or death
- Investment planning
- Retirement planning
- Building and preserving capital
- Inheritance tax and estate planning
- Mortgage and Remortgage services
Whilst our clients often have very similar financial concerns and objectives, each require an individual bespoke solution. Our approach is to ensure that despite changes in both the wider financial landscape or our clients' personal circumstances, our advice remains effective no matter what happens.
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.