As a result of accumulating wealth throughout your life it’s now time to focus on what you’d like to do for the rest of your life. We’re here to listen and have a process which will help you plan your future confidently, knowing that every thing has been thought through and carefully planned. So, whether you’d like to buy a property in this or another country, help your children with the purchase of their first property (whilst maintaining control of your money) or contribute towards your grandchildren’s education, we’d like the opportunity of explaining how we are positively different to other options available to you.
An overriding concern is whether you’ll have enough money for the rest of your life. We’ll be able to address this concern for you as well. We’ll also review this with you at least once a year so you have confidence in the financial decisions you make going forward.
Our process wouldn’t be as comprehensive as it is without helping you understand what would happen to your planning in the event of a death or disability and the consequences of either on your financial planning.
The great relationships we’ve had with some clients for over 30 years starts with an exploratory meeting to understand where you are now and what you’d like to do in the future.
*The value of an investment with St.James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.