Expertise

  • Investment
  • Inheritance Tax Planning
  • Income Protection
  • Pensions on Divorce
  • Pension Transfers
  • Wealth Management
  • Pensions
  • investment planning
  • family protection
  • ISA's

Summary

To manage a high net-worth client portfolio, providing bespoke financial solutions through an award winning and unique wealth management proposition under the St James's Place umbrella, whilst maximising growth through client endorsements and referrals.
St James's Place Wealth Management are a very prestigious FTSE 250 company with over £30 billion of assets under management. We regularly win Financial Times Wealth Manager of the year and with our award winning proposition we look to outperform the benchmark. Through face to face advice we look at tax mitigation and preservation and growth of capital, which includes pensions, ISA's, investments and some clever tax deferral schemes.

Area of Expertise


We work with individuals and companies specialising in tax mitigation, extracting cash from businesses, investments, pensions and inheritance tax planning.

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