Depending on your financial situation it maybe that you want to pass money over to your Children or grandchildren in your lifetime to help with School fees, getting them onto the property ladder or just helping with a significant purchase such as a car or family holiday.

Investing your hard-earned wealth involves an important discussion and consultation process with one of our qualified advisers. We will assess your finances, agree your short, medium and long term goals and then invest accordingly.

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.

We either have the expertise or access to specialists who can advise you on a wide range of other wealth management services, ranging from writing wills and tax advice and legal services to advice on portfolio management services, specialist insurance and corporate lending.

Every client’s situation will be unique, however, there are a number of areas we will need to look at to protect your hard earned assets such as a well written Will, understanding any Tax liabilities such as Inheritance Tax.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.