Share the wealth.
Know someone who could benefit from holistic financial planning and expert wealth management?
We’re open for business. Please provide their contact information using the form below, so that we can reach out to introduce ourslves.
Start planning now – invest later. We’ll create a financial plan, bespoke to their ambitions. There is no obligation for the person whom you refer to proceed.
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.
