Our professional financial advisers can help you with all aspects of personal wealth management and financial planning, including:
- Investing for income
- Tax and estate planning
- Retirement planning and pensions
- Later life services
- Mortgages and access to specialist banking*
Whether you are self-employed and need help arranging your pension, are thinking about life in retirement or simply want to make sure your loved ones are well-provided for after your death, our extensive range of personal wealth management services can help you plan for all stages of life.
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.
*Please note these services are separate and distinct to those offered by St. James’s Place.