Wheel of Services
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
Trusts are not regulated by the Financial Conduct Authority.
Please note that where there is a referral service, the service provided is separate and distinct to those offered by St. James’s Place.
Services built around you.
You and your needs come first. This is the core belief that determines the ways in which we advise you – whatever your stage of life. The comprehensive services we have access to through St. James’s Place cover every aspect of financial planning and wealth management – everything needed to create a plan that’s right for you.
Investment Planning
Reliable wealth management advice and creating the right investment strategy are crucial elements in helping to secure your future financial well-being.
- Investment Planning
- Investing for Income
- Growth and Income Portfolios
- ISAs
- Junior ISA
- Discretionary Fund Management (through Rowan Dartington, the stock-broking arm of St. James’s Place)
- Investment Bonds
- Unit Trusts
- Offshore Investments
The value of an investment with St. James’s Place or Rowan Dartington may fall as well as rise. 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 is generally dependent on individual circumstances.
Retirement Planning
Whether you are looking to set up or review an existing retirement plan, we will help you to make the most of your retirement opportunities.
- Maximising your Pension Fund
- Planning your Retirement
- Employed, Employer and
Self-Employed Pension Solutions
- Self-Invested Pension Plan
- Trustees
- Nearing Retirement
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Protecting You & Your Estate
When it comes to looking after your future and the future of your loved ones you need a Partner you can trust.
- Inheritance Tax
- Gifts
- Protection Planning
- Later Life Planning
- Long Term Care
- Estate Administration
- Professional Trustee Services
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.
Corporate Services
Careful planning is key to ensuring financial security. We can help you make sure you have the correct plans in place and keep them updated as your business changes.
- Pension Reform
- Shareholders
- Corporate Pensions
- Corporate Planning
- Employee Benefits
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Access to specialist banking and mortgages
We take the time to get to know you and your requirements so that we can find the right solution to make your money work harder for you.
- Managing Your Cash
- Mortgages
- Other lending
- Next Generation Mortgages
Your home may be repossessed if you do not keep up repayment on your mortgage.
Other Advisory Services
We either have the expertise or access to specialists who can advise you on a wide range of other wealth management services.
- Will Writing
- Philanthropy and charitable giving
- Later Life Planning
- Tax Planning
Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James’s Place and are not regulated by the Financial Conduct Authority.
