We look after private clients, business directors/owners, trustees and charities. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and aspirations.

Our advisers, both of whom carry the title of Chartered Financial Planner, have over 45 years' experience between them offering bespoke financial solutions to our clients. Some of the services that we provide include:

• Inheritance Tax Planning
• Mitigating Tax Liabilities
• Planning for your retirement
• Planning for exit of a business*
• Protecting your family
• Business Strategy

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 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.

*Exit Strategies may include products and services that are separate and distinct to those offered by St. James's Place.