Our business was set up to build and maintain strong relationships with our clients based on trust and respect.
We offer a personal wealth management service tailored to each individual client or business. With regular reviews, we can identify clear objectives and create bespoke financial plans and services, helping our clients to achieve their long term financial goals.
The overall aim of our practice is to help all those wishing to secure their financial future, whether the priority is to:-
- Preserve and build capital
- Gain financial protection against risk
- Reduce Inheritance Tax liability
- Obtain mortgage advice
We offer clients a high level of personal service that is rarely seen in today’s financial market place. We take time to really get to know our clients before offering advice and this explains why many of our clients come from recommendations.
With the guaranteed advice and our “Best of Breed” approach at St. James's Place Wealth Management, we are able to offer a complete service to clients in all aspects of financial planning and advice.
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.