As a Senior Partner Practice of St. James's Place Wealth Management, based in Marlow, Buckinghamshire. We provide a wide range of wealth management services to both individuals and businesses in London and the surrounding home counties. Our emphasis is on maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Our specialties include:
- Retirement planning
- Onshore and offshore investments
- Inheritance tax planning
- Mortgages – residential and commercial*
- Personal and Business Protection
- Business planning - group pensions, corporate banking, employee benefits, shareholder and key man insurance
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.
*Commercial mortgages are not regulated by the Financial Conduct Authority.