Our goal is to help you to make the most of your assets by providing you with high-quality advice to take advantage of the most suitable, tax-efficient investments for your needs.
The practice was founded by Nick Brown, an experienced financial planning specialist. By working with us, you will benefit from a personal service grounded on the highest professional standards. Each recommendation is bespoke, allowing you to enjoy the peace of mind that all of the advice we give you is relevant to your personal requirements.
As a young practice, our aim is to develop and nurture long-lasting relationships built on mutual trust that will span over many years. As a result, you will benefit from continuity of service as your financial position evolves. You will also have a personal, direct point of contact so that you can easily gain access to the answers you need.
Our main specialisations are:
- Investments and tax-efficient planning;
- Pensions, retirement planning and income drawdown;
- Inheritance tax planning;
- Protection planning.
The service we offer is ideally suited to high-net-worth individuals, families, small businesses and people with complex financial planning needs. We are different to other financial advisers because we offer our clients the combination of a traditional, personal service associated with a small practice alongside the reassurance and credibility provided by a FTSE 100 business. This enables clients to receive quality advice, build long-term relationships with their adviser and have peace of mind that any investments recommended have been highly researched and vetted by a specialist committee.
If you would like to learn more about how we can help you, please do not hesitate to contact us to arrange a no obligation initial consultation.
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. The value of any tax relief depends of individual circumstances.