Wealth Management Programme

The Wealth Management Programme provides our clients with high quality professional advice based on specific services provided through the St. James's Place Group.

Financial Clarity Programme

The Financial Clarity Programme provides our clients with a comprehensive and bespoke Financial Planning services. This service encompasses risk, wealth and asset management together with estate, inheritance and tax planning.

We also provide access to a Personal Lifestyle Planning Service and the provision of a comprehensive financial plan, tailored to individual client circumstances.

Estate Planning & Wealth Preservation

We can provide our clients with access to appropriate specialist advice for inheritance and strategic wealth transfer.

Our Asset Preservation Process is designed to protect the Estate, prepare the beneficiaries to receive their inheritance and provide assistance at time of probate. We create strategies with our clients to protect and prepare the assets for their nominated beneficiaries and ensure that the transfer of wealth is completed in the most efficient manner providing an enduring legacy in line with the client’s wishes.