The aim of our Practice is to help all those wishing to secure their financial future, whether your priority is to:

• Preserve and build capital 
• Invest your capital to provide a secure income 
• Gain financial protection 
• Reduce Inheritance Tax liability

The financial planning world can sound daunting with lots of unfamiliar industry jargon used. Our aim is to provide advice to you in a manner that makes these issues easier to understand. It is important that you do, since planning for a secure future for yourself, family or your business is one of the most important steps you will ever take.

Our initial advice is important, but so is ensuring that it is reviewed regularly, after all, circumstances do change and so we are committed to reviewing the advice we have provided so as to ensure that it is still current and specific to your needs.

Therefore our focus is achieving or maintaining financial security for you and your loved ones. We do this by providing excellent service and above-all, doing so with integrity. We provide you with the wealth management solutions to satisfy your needs, both now and in the future.

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.