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.
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.