Other Services

Whatever wealth management services you need, we have the expertise available to help you. This might include will writing, advice on tax planning, portfolio management services, specialist insurance and corporate lending.

Products and services from other providers have been carefully selected to complement and enhance the range of
St. James’s Place products on offer.

Some of the services we have available to us are separate and distinct to those offered by St. James’s Place.

Wills and commercial lending are not regulated by the Financial Conduct Authority.

Legacy Planning

The importance of making a Will should not be underestimated, particularly in today’s financial climate. And once you’ve made a Will it’s important that you regularly review its provisions as your circumstances change. When planned carefully, a Will can assist your heirs in planning for any Inheritance Tax and help to make sure your assets go where they were intended to be in the future. Our legal service providers are ready to help you every step of the way.

Philanthropy and Charitable Giving

If there are good causes or charities that have a place in your life then we can guide you through the processes of how you can support them. As a Partner Practice of
St. James’s Place, we have in depth experience in the fields of philanthropy, both in the UK and internationally. We can offer help and advice to ensure your gifts achieve maximum impact.