We firmly believe that planning for a secure future, be it for yourself, your family, or your business, is one of the most important steps you will ever take. We appreciate that your financial situation is unique, and therefore if financial advice is to be truly valuable it must be based on a comprehensive and detailed overview of your financial circumstances. However, unless your plans are acted upon and regularly reviewed, changes in your circumstances or the effects of inflation may erode their value.
As a Partner Practice of St. James’s Place Wealth Management, we can help you reach your financial goals by offering you the appropriate advice and guidance, in retirement planning, investments, tax and estate planning. We can also ensure that any plans put in place remain effective in the future no matter how your circumstances change.
We also specialise in giving advice to the retired and the more complex area of care fees planning for those needing nursing or residential care. This includes investment advice, estate preservation and inheritance tax planning. We help individuals and families understand the implications of care requirements with an emphasis on straightforward solutions to the costs of paying for care.
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.