Our philosophy focuses on maintaining a long-term trusted relationship with our clients, showing distinct quality, integrity and excellence, which in turn gives you peace of mind. We offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place. We take time to really get to know our clients before offering advice. This explains why many of our clients come from personal recommendations.
With the guaranteed advice and our “Best of Breed”
approach at St. James's Place Wealth Management Group, we are able to offer a complete service to clients in all aspects of financial planning, namely:-
- Building and Preserving Wealth e.g. School Fees Planning, Inheritance Tax Planning
- Managing Cash and Borrowings
- Personal Protection against sickness and/or death
- Retirement Planning
- Will writing* and estate planning
*Please note that this is a separate and distinct service to those offered by St. James's Place and that Wills are not regulated by the Financial Conduct Authority.