With the hectic lifestyles that most of us lead nowadays we find that very few people have the time to manage their financial affairs as effectively as they would ideally like. What’s more, the financial world we live in is highly complex and fast-changing with many people focusing on the here and now without looking at the longer term plan of where they want to end up. With this in mind we specialise in working with individuals, their wider families, the self-employed and business owners.

We will then work with you to consider what you want to achieve and when, putting in place a bespoke roadmap towards achieving this goal as tax-efficiently and cost-effectively as possible. 

The main areas we are likely to discuss are: 

• Investment planning
• Retirement planning
• Inheritance Tax Planning 
• Protecting you and your wealth 

We have a strong belief in education too, so before we proceed with anything we will make sure it is clearly and succinctly explained to you as well as ensuring that you are aware of and understand all the alternatives. Too many people feel like they are just sold products and don't fully understand what is going on in our opinion, so my goal is to build a long-term and trusted relationship with you, of which the cornerstone is that you fully understand where your hard-earned money is working for your future and why. 

To provide you with additional peace of mind, St. James's Place guarantee all of my advice.