What we offer

A meeting in progress

What we offer

We can all imagine the future we want for ourselves and for our family. All the advice our Crown Wealth Advisers give, and the wide range of services we offer, from retirement planning to passing your money on, is focused on one goal. Helping you to achieve that future, and live life the way that you want. Whether we support you in the complex area of inheritance tax planning, or with pension advice or investment planning, we want you to feel confident and in control of your finances.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

Our Services

Investment Planning
Retirement Planning
Protection Planning
Tax Planning and Intergenerational Planning
Long-term Care
Financial Planning for Businesses