FINANCIAL FOCUS FOR YOU
Making Lives Better
Our expertise is extensive and the highlighted services below are some of the common areas where we can assist, however this list is by no means exhaustive. We always tell our clients, if you have a question, ask us. We will find a solution.
‡ Will writing requires the referral to a service that is separate and distinct to those offered by FLM or St. James's Place. Wills and trusts are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount 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.
Please note that VCTs/EISs are illiquid investments, subject to future and retrospective tax changes and as such are suitable only for experienced, sophisticated or high net worth investors who accept that they may get back significantly less than the original investment.
SCHEDULE AN APPOINTMENT TODAY