- Investment Planning
- Investing for Income
- Pre-Retirement Planning
- Planning at Retirement
WEALTH CREATION AND PRESERVATION
- Onshore and Offshore Investment
- Annuities and Income Drawdown
- Portfolio Management Services
- Inheritance Tax Planning
- Corporate Advice
- Business Assurance
- Exit Strategy Planning **
- Self Invested Personal Pensions
- Trustee Investments
- Commercial Lending *
- Commercial Insurance *
- Family Protections
- Specialist Insurance
- Business Protection
I am always delighted to provide a service individually designed to suit your own specific financial requirements.
* Please note that these services may not be regulated by the Financial Conduct Authority.
** May include a separate and distinct service to those offered by St. James's Place.
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.