Advice and Services

Retirement Planning

Determining the time to retire often hinges on securing the finances to be able to do what you want and lead the lifestyle you’ve dreamed of through your golden years.

Seeking advice on a your pension scheme/s is pivotal in transforming your current earnings into a robust foundation for the future.

Whether you’re embarking on your initial pension savings journey, contemplating a review of an existing private pension plan or envisioning retirement on the horizon, our financial advisers possess the experience, knowledge and expertise to assist.

Let us help you articulate your retirement goals and implement strategic financial planning to ensure they are realised seamlessly.

The value of a pension 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.

Advice and Services

Retirement Planning

Our Services

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