Our approach is simple; from matters ranging from the very straightforward to the very complex, we leave no stone unturned in providing all our clients with no-nonsense, plain-speaking, but highly professional advice. Our clients work hard for their money and we help their money work hard for them.
We provide personalised, face-to-face wealth management advice to individuals and businesses from a comprehensive range of Wealth Management products and services, through St. James's Place Wealth Management and also from a range of carefully selected organisations.
We advise on:
- Investments Planning.
- Retirement Planning & Options at Retirement.
- Tax Efficient Schemes, including Inheritance Tax and Estate Planning.
- Protecting your Family and Business.
- Personal & Commercial Finance.
What makes us different:
- On-going, face-to-face advice and regular reviews to ensure your financial planning is kept on track.
- In depth knowledge of the NHS Pension Scheme.
- Expertise surrounding issues facing medical practitioners and their businesses.
- Exclusive access to the St. James's Place Wealth Management distinctive Investment Approach, which includes the regular monitoring of their carefully selected group of outstanding external Fund Managers.
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 the amount invested.