An exclusive partnership with Figtree Learning
Helping you plan for the future means more than just managing your investments. It’s about giving your family every possible advantage.
We’re pleased to introduce a new partnership with Figtree Learning, a trusted provider of one-to-one academic coaching and admissions guidance for families pursuing private and selective school routes.
Whether you’re already investing in a fund to pay for school fees, or considering your options, this partnership gives you access to:
★ Expert support with entrance exams, interview prep, and academic performance
★ Tailored coaching from top-tier tutors with a proven track record
★ Complimentary consultations to explore what’s right for your family
Combining financial planning with academic support helps ensure your children get the head start they deserve – without compromising your long-term goals.
More information around family financial planning.
As part of your holistic financial plan, shift your focus towards giving your children a head start in life, with bespoke solutions for your individual circumstances.
A good adviser will not only provide you with a full financial advice service, but will also identify areas where other professional support could be valuable and introduce trusted experts to help.
The fact that an adviser can give you confidence – such as the confidence to invest at the right level of risk for you, instead of keeping all your money in cash – is one of the most valuable aspects there is.
However, before they start talking to you about investments, returns and tax, they will take time to understand you as an individual, as well as your family, to find out what your goals and objectives are.
Knowing that your finances are on track to help you achieve them, and that you have access to someone you trust who knows you and your family, is really important. That’s the kind of thing that helps you sleep at night.
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 you invested.
Four stages to embark on your financial journey.
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.
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.
Trusts are not regulated by the Financial Conduct Authority.
The consultation is then followed by a bespoke financial strategy report across key personal financial planning disciplines, to deliver in-depth planning and guided implementation in the following areas:
Making full use of your available tax allowances, tax-deductible solutions, and saving and investing in the most tax-efficient manner.
Forecast spending capacity in retirement, review annual pension contribution allowances, create sophisticated long-term cashflow models, and tax-efficient income distribution strategies.
Integrate your corporate holdings and benefits into your personal financial planning. Review asset allocation and evaluate re-balancing options, as well as tax-efficient investment planning solutions to fund private school fees.
Review existing insurance policies, evaluate the sufficiency of existing life and serious illness insurance coverage, identify areas of risk, and maximise company benefits to mitigate risks identified.
Assist with designing, implementing, and monitoring an estate plan, and tax-efficient wealth transfer strategies.
Management of offshore assets and tax efficient remittance planning. Guidance around the upcoming reform of the non-domicile regime.
Access to private banks, with expert advice for complex earnings, including lending solutions and mortgages for residential property acquisition.
Your home may be repossessed if you do not keep up repayments on your mortgage.
These enquiries may be referred to a service that is separate and distinct to those offered by St. James’s Place.
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.
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.
Start planning now, invest later.
St. James’s Place.
Your expert wealth adviser will take the time to understand your present circumstances, to create a bespoke report that is designed to help you achieve your goals, and make the most of the allowances and reliefs that are available to you.
There is no obligation for you to proceed, and we aim to provide valuable insight to your financial wellness, with steps to refine it.
Meet your team of experienced wealth advisers who specialise in tax, retirement and estate planning.
Tools & Calculators
Need a bespoke financial plan crafted specifically for your unique requirements?
Get StartedNo calculators found
Latest Insights
Should you save more than £1 million in your pension?
High earner navigating pension limitations? Plan for increasing retirement costs.
