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Call 0203 370 0920 or complete our form for a call back
Our London office is in the heart of the City, very close to Bank, Monument and Cannon Street tube stations.
As your local financial advisers in London, our experienced team will spend time
finding out about you and your financial priorities. Once we understand what you want
to achieve, we’ll then work together with you to develop a long-term financial plan
that’s tailored to your specific needs.
Whether you are looking to retire, make your money work harder, invest profits from your
business in a tax efficient way or ensure your wealth is transferred effectively to future
generations – we can help.
Our experienced financial planners in London have access to a range of individual funds and
risk-rated Portfolios to help spread your investments across a wide range of asset types
and countries.
Whether you are looking to invest for income, growth or a combination of the two, we
can provide the quality advice, comprehensive investment solutions and ongoing
service to help you achieve your financial goals.
On average we are all living longer and transitioning from work into retirement with
expectations of flexibility and choice. Therefore, the need for professional financial
advice and planning is essential. Our London financial advisers can help you build
your retirement wealth, draw from it tax efficiently so it lasts to later life, and then pass it
on to the next generation.
Once considered a tax on the truly affluent, Inheritance Tax now affects more families
than ever before. Like most people, you probably wish to pass on your wealth upon
your death. But protecting your assets, and ensuring your legacy gets to the right
people at the right time, can be an onerous task – from ensuring your intentions are
clearly documented and you are making the most of gift allowances, to identifying
legitimate ways to mitigate inheritance tax.
Our team of expert financial advisers in London can guide you through the estate
planning maze and make sure your wishes for sharing your wealth are met.
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 is dependent on individual circumstances.
Call 0203 370 0920 or complete our form for a call back
Here are some of the questions our financial advisers can help you answer: