Who do you deal with?
Our Clients tend to be higher net worth individuals in both investment banking & boutique financial firms and Senior Directors in quoted and unquoted Companies who want to have a “Trusted Adviser” to assist them with their financial affairs.
What is a “Trusted Adviser”?
It is someone who will look holistically at your financial affairs and provide a high quality financial advice service to you over the long term. This will often include us working with other advisers e.g. accountants and lawyers whose services will be separate and distinct from those offered by St. James's Place.
“Our aim is to be the first person the client turns to when he/she has a financial question or issue.”
How do prospective clients normally first meet you?
Most of our clients come through to us by recommendation. Initially an informal 1:1 meeting is held to explain our service and establish how it may add value to their affairs.
In addition we run small workshops on specialist topics at investment banks by invitation.
What Services do you offer?
For a full list of services, please see our section called Solution Planning, but here is a quick snapshot of how we can help our clients:
- In depth reports on your net worth “marked to market”,
- Review of your overall Asset Allocation,
- Helping you to achieve your desired Asset Allocation through use of fund managers in a wide variety of asset classes,
- Planning tax efficient income for early retirement
- Inheritance Tax* & Estate Planning
- Regular review meetings.
What else do you bring to the Relationship?
- A good general knowledge of tax.
- Access to innovative bespoke tax planning through my network for:
- Income Tax and Capital Gains Tax
- Long term relationship
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.
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.
*Some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.