The following are some of the specific services and advice that can be provided by our specialist advisers.
- Advanced Tax and Investment Planning
- Inheritance Tax Planning*
- International Investments and Trusts*
- Portfolio Management
- Pension Fund analysis and pension review
- Self-Invested Personal Pensions
- Income Drawdown Schemes
- Small Self-Administered Pension Schemes for controlling directors
- Specialist Mortgage services
- Financing commercial property*
- Protection Panel
- Specialist Insurance focusing on in high value property and business
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.
*Financing Commercial Lending, Trusts and some areas of Inheritance Tax planning are not regulated by the Financial Conduct Authority.