Everyone is different, everyone is unique. Knowing and understanding our clients is of paramount importance so that we can establish and deliver a thoughtful and meaningful financial planning strategy.
Protecting existing assets, however small or large, provides the best foundation for a successful financial plan. Goal setting for the future provides purpose for taking action and formulating a meaningful strategy to grow your money and wealth
Helping you create and grow your wealth over the medium to long term through the choice of appropriate, purposeful strategies and solutions using investments managed by experts within world class institutions.
We aim to help you achieve your future financial goals, whether it’s growing your existing wealth or creating future wealth with a regular, disciplined approach.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
Expats life can be very unpredictable when moving back home, but with proper planning and good preparation, we can make sure your transition is smooth and as efficient as possible.
Our expertise in assisting clients moving back to the UK can help you capitalise on all the tax and investment opportunities along the way.
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. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.
Peace of mind sits at the centre of sleeping well at night, knowing that you and your loved ones are looked after in the best possible way.
We help to make sure you and your possessions are protected against unforeseen and unplanned events so you will have the best possible financial outcome.
Securing finance to purchase a property in your home country can be a challenge but with our in-house experienced mortgage brokers, the stresses and paperwork are all dealt with for you.
We can help find a suitable solution for you as we work with a large panel of lenders in the UK.
Please note your home or other property may be repossessed if you do not keep up repayments on your mortgage.
To ease the task of succession and estate management for loved ones or for a smooth transition for business owners heading towards retirement, documenting your wishes is vital.
We facilitate the referral if you require professionally written Wills and advice on guardianship arrangements to ease the path of your future.
Please note that this area of advice is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.
Knowing what you have, what you need and how to get there in the most efficient way is essential. We can help you along that journey through monitoring and providing solutions to fulfill your goals.
Fintech features strongly in our lives and we embrace the opportunities to provide a referral to the online platforms to help manage your finances.
Access to first class individuals in different fields often takes time and energy, but as a Partner Practice of St. James’s Place, we have access to a wide range of wealth planning, tax and technical, legal and financial experts enabling us to provide you with the answers you need with ease.
Building a strong relationship with your wealth manager means that they can anticipate your needs and engage with our specialist advisers when needed.
To find out how we can help you with your wealth journey, please call us at 07795 9544 67 or send a message via the link below.
If you require a review or further information on any of our services, please contact 07795 9544 67.