We advise on many aspects of wealth management, helping individuals of widely differing resources or life stages. This includes access to the exclusive range of St. James’s Place products which offer many important benefits. Perhaps the most remarkable is the distinctive and highly successful approach to investment management.
We are also able to assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the loss of a key Director.
Investment Planning – Personal & Corporate Tax Planning
Business Protection – Trust and Estate Planning*
Income Protection – Private Medical Insurance
Portfolio Management** – Critical Illness
Inheritance Tax Planning – Retirement Planning
Employee Benefits – Life Assurance
Pensions in Divorce service – Business Exit Strategy**
Trustee Investment Planning
Whatever your circumstances, we can create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.