With offices in Surrey and London we are able to provide advice to clients across the whole South East of England.
We offer a personal wealth management service. We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Take steps to mitigate or remove Inheritance tax liability
- Invest to build or preserve wealth for retirement
- Invest to maximise tax efficient income
- Manage Cash and borrowings
- Financially protect you and your family
Aiming to keep our clients aware of the latest information within the markets is important to us. Examples of how we do this are by producing WeekWatch which is a bulletin emailed on a Monday, providing a weekly round-up of key events and finance news, Monthly IHT bulletin, Quarterly Valuations and The Investor Magazine.
You may view WeekWatch by clicking the Insights link on the top left of this page.
We hope that you find the information on this website to be of interest and would welcome the opportunity to explore how we can work together to improve or enhance your financial situation.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount 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.