The Financial Services market place continues to be ever changing and evolving, and with major institutions such as Banks closing or reducing their Financial Advisory propositions the availability of high quality, tailored Wealth Management and Financial Advice is becoming a scarce resource.
We specialise in addressing simple and straightforward issues such as mortgages and insurance or designing more complex solutions such as investments, taxation or trust* and succession planning.
In general, we provide reliable and expert advice across four principal financial objectives:
- Build and preserve capital
- Manage cash and borrowings
- Protect against financial risk
- Manage business more effectively
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 relief's from taxation can change at any time, and are dependent upon individual circumstances.