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 and highly successful approach to investment management.
We are also able to assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the loss of a key Director.
Personal & Corporate Tax Planning
Trust and Estate Planning*
Private Medical Insurance
Inheritance Tax Planning
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.