Upon determining your specific financial objectives, and assessing your risk tolerances, we will be able to develop a comprehensive strategy tailored to your individual needs, in the following areas:
- Wealth Preservation
- Inheritance Tax Planning and Trust Advice*
- Onshore and Offshore Investment & Pensions
- Portfolio Management Services
- Trustee Investments
- Annuities and Income Drawdown
- Self Invested & Small Self Administered Pensions
- Asset Preservation Trust*
- Will writing Services*
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.
*Trusts, Wills and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority. Wills involve the referral to a service which is separate and distinct to those offered by St. James's Place.