We either have the expertise or access to specialists who can advise you on a wide range of other wealth management services, ranging from writing wills and tax advice and legal services to advice on portfolio management services, general insurance and corporate lending.
Products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. We are confident the providers represent the 'best of breed' in their respective categories and are capable of delivering the high standards you would expect.
Some of the services we have available to us, such as wills and will writing are separate and distinct to those offered by St. James's Place.
Wills are not regulated by the Financial Conduct Authority.
Making a Will is vital in Inheritance Tax (IHT) planning and it is important to ensure it is well written and planned correctly.
The St. James's Place Philanthropy Service offers a tailored advisory service through the Charities Aid Foundation (CAF), to help you ensure your philanthropy is effective and rewarding.
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