This is by way of a tailored service that helps you to prioritise and address your financial needs in order to:
- Build and preserve capital
- Minimise tax
- Gain financial protection against risks, and
- Manage cash and borrowings
I have over 15 years of experience in law and financial services, as well as a number of years as an entrepreneur.
Among the reasons why you should consider using me and St. James’s Place are:
- I offer access to the St. James's Place distinctive approach to investment that aims to achieve superior returns over the medium to long term
- I aim to build long-term relationships as a trusted adviser, and
- My advice on our products and services is guaranteed
I seek to build my business through personal referrals of people who tend to earn more than average, or have accumulated more capital than average, making their circumstances more complicated than usual.
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 depends on individual circumstances.