I offer expert advice on a wide range of high quality financial planning products and investment management services. Whether you want to preserve and build your capital, plan for a successful and comfortable retirement, generate investment income, preserve wealth through effective succession planning, minimise your tax liabilities or protect yourself from financial risk, I can help.
If your aim is to attain a specific goal, and you want to develop a financial plan to achieve it, then contact me to see how I 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.