Based in Mayfair, central London, we offer a comprehensive range of wealth management services to individuals, families and businesses.
Working with St. James's Place Wealth Management we have access to an exclusive range of St. James's Place products, which offer many important benefits. One of these is the distinctive approach to investment management and the assurance of the St. James's Place Guarantee.
Our family services provide integrated Wealth Management for wealthy families with complex affairs. We do this by bringing together the wide range of resources of St. James's Place, it’s panel of Partners, where relevant as well as other selected professionals.
Our aim is to become our clients’ trusted advisers. Our services focus on:
- Building long term relationships.
- To share the journey with our clients in building up wealth.
- To preserve their wealth by protecting them against risk.
- To help minimise Inheritance Tax so that your family receive as much of your wealth as possible, when the time comes, without compromising your preferred standard of living.
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 levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.