We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Having used David’s services for over 25 years we view him as part of the family, assisting us in maximising the growth of our capital, keeping taxes to a minimum, whilst introducing new ideas to retain wealth in the family for the future. The decisions are ours but the ideas are normally his.
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.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.