PERSONALISED ESTATE PLANNING
A Better Way to Manage Your Estate
With the right financial planning you can create a legacy, much more than simply financial prosperity and security for your future, but a legacy that creates a future for your children, grand children and generations to come.
By guiding you through the right financial decisions today, we help you prepare for the days, months and years to come.
Book Your Consultation – Estate Planning
Whether it’s protecting your family, investing more wisely or planning for your retirement, our expert advice is always tailored to you.
And because we believe everyone deserves a better future, we help to your wealth to work as ethically and responsibly as it can.
• Personalised, tailored plan
• Investment, savings, retirement and pension planning
• Tax efficient strategies for managing your wealth
• No-obligation consultation, we are here to help
You can’t know everything about tomorrow, but with sound financial planning, you can have a better idea of what’s ahead.
To get started call our team on 020 8042 2998 or fill out the contact form and we’ll be in touch.
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.
Book Your Consultation - Estate Planning
To us, you aren’t just a client. You become part of our ecosystem – a world of mutual support and respect, in which financial advice is about far more than just figures on a spreadsheet.
My Castell adviser had the patience to thoroughly go through what was best for me. He listened to my situation and informed me of the best possible options. After discussing the options he let me choose the best way to proceed with no pressure. We have a plan in place and I am fully confident that I am being guided on the right path.