When managing your wealth, it is important to understand that every individual or business needs a different approach. Ambitions, assets and attitude to risk are different for everyone and, of course, this will change over time.
We have offices in Manchester and we work closely with every client – building relationships based on trust and an in-depth understanding of your finances. This ensures that we are able to provide the advice that is needed, when it’s needed.
Our service is grounded in the highest professional standards.
We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.
Holistic Financial Planning can:
- Potentially increase the value of your savings and offer investment planning in a tax efficient manner.
- Protect yourself and your dependents' income in case of unforeseen problems.
- Increase the after-tax legacy you pass on to your beneficiaries.
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 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.