We provide access to commercial funding, risk mitigation, tax planning and wealth management advice to personal and commercial clients throughout the UK. With particular expertise in the use of Small Self Administered Schemes (SSAS) and Self Invested Personal Pensions (SIPP's) in concert with strategic business planning, aligning the directors needs with the businesses.
Our core values focus upon offering an expert service of distinct quality, integrity and bespoke to our clients personal and commercial needs. We pride ourselves on problem solving with efficient and innovative solutions.
We offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.
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 and are dependent on individual circumstances.