The evolution of markets, legislation, tax, and the constant development of new financial products means an ever changing array of investment choices available. Your requirement may be for income now or in the future, or it might be for immediate or longer term tax planning, or you may simply have become disillusioned with your existing arrangements. As your wealth manager We can help you to assemble an appropriate asset allocation through analysis of the market and all of the asset classes available. At the same time as ensuring that you make use of all appropriate tax shelters. As Our client you will also benefit from the vast amount of due diligence carried out by St. James's Place.

It is our mission to become our client’s trusted adviser – please click here to see a selection of client testimonials.

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 and are dependent on individual circumstances.