Addressing the financial needs of private clients is the bedrock to our business. From the initial consultation, analysis and research and then onto final recommendation and implementation we specialise in meeting the financial needs of all our clients.
Our aim is provide our private clients with a structured financial plan ensuring mitigation of income, capital gains and inheritance tax within the parameters of their individual circumstances. Whether clients want to grow their wealth or receive a regular income, we look to ensure they obtain the best possible returns on their money in relation to their tolerance to risk and investment objectives.
On-going reviews is where we demonstrate that you have made the right decision thus ensuring that the plans we put in place today are still suitable for your needs in the future.
We also have a range of literature specially produced for private clients. Please click here to see our brochure Creating Financial Independence.
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 dependent on individual circumstances.