Our Practice Approach
Our approach is simple – we listen to ensure that we understand what our clients are hoping to achieve, and then we work with them to create a financial plan that will, hopefully, help them to reach those objectives. We appreciate the importance of the financial decisions our clients have to make and the trust they place in us to support them through this process. We are experienced and qualified specialists in the following areas:
- Pension Planning and Retirement Planning, including large and complex cases and Defined Benefit/Final Salary schemes
- Inheritance Tax planning
- Investment Reviews and Planning for Growth or Income
- Tax planning advice (Income, Capital Gains, IHT and Corporation Tax)
- Protection (life and critical illness cover, income protection, business protection)
We believe that financial advice should be available to everyone, irrespective of their level of wealth, and are often introduced to clients when they:
- Have inherited or come into wealth in another way, for example lottery winnings or a bonus
- Are disposing of an asset, for example a property, shares or a business
- Are starting to think about their retirement and would like to plan for this
- Get married or divorced and want to review their finances and protection
- Are approaching their senior years and are concerned about losing a large part of their estate to HMRC upon death
- Are dealing with probate for a recently deceased loved one and would like financial advice
- Change jobs and need advice on pension planning
- Have amassed significant wealth and want to ensure it is in the best position possible for them to protect or grow it.
If you feel that you would like support in any of the areas mentioned above, or any other financial considerations, then please get in touch to have a no-obligation chat about how we can help.
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. The value of any tax relief depends on individual circumstances.
Testimonials
