We pride ourselves on the high levels of service that we deliver and constantly seek feedback from our clients.
Our business has grown and developed as a result of personal recommendations over the past 10 years.
We invest our time to understand your financial goals and concerns and help you stay on track. We hold a no obligation initial meeting which is focused on you.
We help our clients to manage their Wealth and Investments by enrolling our clients into our Wealth Management Programme. We work with some of the best known Legal and Tax Advisors to ensure that your wealth is retained by you and your immediate family.
We aim to grow your knowledge and wealth over time by engaging you into our Wealth Management Programme. We aim to achieve this through our access to St. James's Place Wealth Management's distinctive approach to investment management.
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 you invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.