PERSONAL FINANCIAL PLANNING
CORPORATE FINANCIAL PLANNING
WHOLE OF MARKET APPROACH
Although our advice is restricted to the products and services available through St. James’s Place, we take responsibility for the due diligence on all the providers whose products and services we make available to our clients, some of which are shown below.
REALISING & ACCESSING WEALTH
SPECIALIST INSURANCE
PORTFOLIO MANAGEMENT
RETIREMENT PLANNING
EXIT & SUCCESSION PLANNING
EMPLOYEE SHARE OWNERSHIP
EMPLOYEE BENEFITS
INVESTMENTS
SHAREHOLDER PROTECTION
LONG-TERM CARE
PERSONAL FINANCIAL PLANNING FOR DIRECTORS
EMPLOYEE BENEFITS - Group life, critical illness or private medical
BUILDING & PRESERVING CAPITAL
FINANCIAL PROTECTION AGAINST RISK
TRUST & ESTATE PLANNING
RETIREMENT PLANNING INCLUDING SIPPs/SSASs
EMPLOYEES
HEALTH INSURANCE
PENSIONS & PENSIONS ANNUITIES
TOTAL REWARD STRATEGY
MANAGEMENT BUYOUT/ BUY IN
LIFE ASSURANCE
MANAGING CASH & BORROWINGS
CORPORATE
KEY PERSON INSURANCE
COMMERCIAL LENDING
COMMERCIAL LENDING
CASH SAVINGS
BESPOKE GENERAL INSURANCE AUDIT
BUSINESS BANKING
MORTGAGES
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 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.
Commercial Lending is not regulated by the Financial Conduct Authority.
Trusts and commercial lending are not regulated by the Financial Conduct Authority.
*Some of the above are not regulated by the Financial Conduct Authority.
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