How we do it

We always work in partnership with our clients. Once we've helped you identify your goals through our comprehensive planning process, we go ahead and start to formulate detailed recommendations.

You will see that we take into account your attitude to risk, the timescales you're working towards and the investment return you are looking for.

For individuals, our services can include help with investment planning, pension planning, tax relief, estate planning and protection. We specialise in retirement planning, helping people make the most of the new pension freedoms, in terms of using a pension to receive an income or pass on the benefits to your family and others.

We also work with companies and business owners, assisting them with employee benefits, business protection and aspects of exit strategy planning.

What all our services have in common is that they are designed to provide you with the financial freedom you aspire to.

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.