Our service

Our financial planning service aims to help you:

• to be financially better organised
• to improve your investment returns
• to reduce tax liabilities
• to manage financial risk better
• to avoid running out of money
• above all, to achieve and maintain your desired lifestyle

We offer a comprehensive financial planning service linked to lifestyle planning.

How would our services benefit you?

By helping you add to the quality of your life through better planning of your investments and of your financial and tax arrangements. Our advice is proactive and objective.

We will help you organise your arrangements and develop a comprehensive Financial Plan aimed at achieving your objectives. Often, the greatest challenge is to increase cash flow.

Your plan will incorporate clear statements to show your current and anticipated future cash flow and will assemble all your key financial data.

These are major benefits.

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.