We cover most aspects of financial planning, and when other specialist expertise is required, we have access to leading providers in a range of areas.
As financial planning experts, our in-house team covers most of the areas needed to put together your long-term plan. Occasionally, however, we need to draw on others’ expertise too – for will writing or advice on charitable giving, for example – in which case we’re able to pass you on to some of the best in the business. Where specialist advice is needed, any recommendations made will depend on your individual circumstances and objectives, and the suitability of any solution will need to be considered in that context.
Will Writing
A properly written will isn’t just a courtesy to your family and loved ones. It can play an important role in inheritance tax planning too.
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Philanthropy and Charitable Giving
When you want to give to the charities and causes that are close to your heart, we’ll help make sure your generosity is effective and rewarding.
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Cash Flow Modelling
Cashflow modelling is an effective way to take a look at your current and future finances and work out how much you might need.
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These services are separate and distinct to those offered by St. James’s Place.
Will writing is not regulated by the Financial Conduct Authority.