We advise on many aspects of wealth management, helping individuals of widely differing resources or life stages. This includes access to the exclusive range of St. James's Place products which offer many important benefits. Perhaps the most remarkable is the distinctive approach to investment management.
We are also able to assist businesses in the increasingly complex area of corporate financial planning, from pension planning through to insuring against the loss of a key Director.
| Investment Planning | Personal & Corporate Tax Planning |
| Business Protection | Trust and Estate Planning* |
| Income Protection | Private Medical Insurance |
| Portfolio Management** | Critical Illness |
| Inheritance Tax Planning | Retirement Planning |
| Employee Benefits | Life Assurance |
| Pensions in Divorce service | Business Exit Strategy** |
| Trustee Investment Planning | |
Whatever your circumstances, we can create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.
*Trusts are not regulated by the Financial Conduct Authority.
**This may involve a service that is separate and distinct from those offered by St. James's Place.
