As a Partner Practice of St. James's Place Wealth Management, our focus is to provide a tailored and individual service to help our clients achieve and maintain their financial security.
We understand that planning for a secure future whether for yourself, your family or your business, can involve some of the most important and challenging decisions you will have to make. Sometimes, these important plans do not get the attention they may require and in many cases get “put off” all together. Working with an experienced, qualified and knowledgeable adviser is the key to building a long term successful financial plan. We insist on working face-to-face with all of our clients, which enable us to get to know them on a personal level and understand their current situation in detail. This ultimately enables us to offer them the assistance to plan and achieve their short, medium and long term financial goals.
When your circumstances change, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial. A core part of the services we provide is to regularly review your financial situation to take advantage of any developments in legislation and tax law.
Working closely with all of our clients is important to us, which results in a relationship built on trust and a real in-depth understanding of their personal finances. This ensures that we are able to provide the specific advice that is required, when it is required. We appreciate that every individual client is unique, which is why we will tailor the services and recommendations that we make, specifically to each individual case.
Some of the key services we offer our individual clients are as follows:
- Pensions and retirement planning
- Lump sum and regular saving (inc ISA’s and Junior ISA’s)
- Portfolio Management
- Life Assurance
- Protecting against ill health
- Trust and estate planning
Some of the key services we offer our business clients are as follows:
- Workplace pensions
- Employee benefits
- Key Person Assurance
- Director Share Protection
With offices in Newbury Berkshire, we are able to provide advice to clients across the South of England.
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.