What are your goals?

Financial Planning is all about discovering your Goals then working with you to help you achieve these.

  • Having ample income in retirement to do what you wish...
  • Ensuring that your Family’s Lifestyle and way of life continues upon your death, critical illness or long term sickness...
  • Freedom to have the flexibility and timely medical attention should your Family need it...
  • Building rainy day cash reserves...
  • Building an Education Fund to pay for both School and University fees...
  • Reducing my annual tax bill by using tax breaks...
  • Passing on assets to your children in the most tax efficient way...

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the services we offer, please get in touch.