It’s not about us, it’s all about you.

You’ve worked hard for your money; our job is to make your money work hard for you too.

You may be starting out and looking for advice.

You may already be established and are looking to review and benchmark your pensions and investments to ensure that your money is working as hard and as tax-efficiently as possible.

You may already be retired and want to ensure that you have the right investment mix for growth and income to support your financial security in retirement and give you peace of mind.

Whatever your aim, we can help you to achieve your financial goals.

• Help you to develop a financial plan to help you get on track for financial security.
• Benchmark your existing ISAs, investments and pensions to see if they are performing as well as they can for growth and/or income.
• Assess if you are liable for Inheritance Tax and discuss mitigation strategies, including solutions to get assets outside of your Estate and benefit your family.
• Advise you of all your allowable tax reliefs and that your investments are as tax efficient as possible.
• Review your pension to help you to maintain your lifestyle in retirement and determine when you can afford to retire.
• Perform a Mortgage MOT to check you are on the best Mortgage deal.
• Use our leading CashCalc Financial Planning tool, which allows you to visualise your financial future, model “What if” scenarios and determine their impact on your cashflow, now and in the future.
• Provide you after the meeting with your personal Financial Strategy Document; a long term plan to help achieve your financial goals and peace of mind.

To start your journey to financial security, get in touch. It’s not a sprint, but a marathon, with us by your side all the way. Take the first step today. Contact us today.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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 is generally dependent on individual circumstances.