St. James’s Place Wealth Management is a FTSE 100 company with £75.3bn of client funds under management. Through our Partnership, we offer face-to-face wealth management advice to individuals, trustees and businesses. We believe that this personal approach is key to our success. As well as addressing simple and straightforward issues such as mortgages and insurance, we can help to resolve more complex problems for clients, whether it be investment for growth, Inheritance Tax or retirement planning. In general, we provide reliable and expert advice for individuals and businesses seeking to achieve four principal financial objectives: - Build and preserve your capital - Manage your cash and borrowings - Protect yourself against financial risk - Manage your business more effectively
Services: pension fund, unit investment trust, wealth management, equity fund, bond fund, gilt, investment strategy, mortgage, savings account, independent advisor.