SJP Review and optimise
You may have reached a point where you’re starting to feel the benefits of the hard work and smart choices you’ve made, and you want to ensure you and your loved ones can reap the rewards.
In that case, there’ll be some big financial decisions to make – and we can guide you through them all.
We’re the human in your financial corner.
Whether it’s accessing your pension pot, selling a business, starting a passion project or considering your retirement, we can help you assess your options and help you make the most of your hard-earned money.
You may want your wealth to support your family both now and in the future, when you’ll no longer be around. We can advise on the most tax-efficient ways to do that.
Continuing to grow the fruits of your labour is crucial to give you the best chance of fulfilling your – and your loved ones’ – goals for the future. We’re here to help you make smart decisions about your savings and investments.
By the numbers:
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. Tax relief is dependent on individual circumstances.
