We have particular experience with offering advice on the following:
- Inheritance Tax Planning
- Pre and Post Retirement Solutions
- Wealth Management and Investment Planning
- Bespoke Family and Corporate Protection Solutions
- Tax and Investment Planning
- School and University fees funding
- International Investments and Trusts*
- Domestic and Commercial Mortgage Service
We aim to keep our clients aware of the most up-to-date information within the markets; producing Market Bulletins is just one example.
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 and Commercial Mortgages are not regulated by the Financial Conduct Authority.