You work hard to support your family and enjoy life, so it makes sense that your money should knuckle down too. This is where a little expert advice can make all the difference.
Our lives are busy and complicated. Families today can be fragmented, increasing demands on our time. You’d be forgiven for thinking that the latest technologies should make things easier, but that’s not always the case. In fact, information overload ”can often leave us feeling overwhelmed and unsure about which way to turn.
In so many areas, we rely on experts to point us in the right direction. If your car breaks down, you “see a mechanic. If a tooth aches, you go to the dentist. The same should be true of our finances. Why wouldn’t we ask the experts and make sure they’re being managed effectively?
So much financial choice can be bewildering. We’re here to guide you and advise on changes to the financial landscape and the options available for you.
Discover our holistic approach
We understand that everyone’s finances are unique. So at St. James’s Place we strive to offer a long-term, relationship-based service that focuses on what you need, as well as what motivates and inspires you. It’s this holistic approach that means we can then find solutions that work well together and match your attitude to risk.
Knowing that your investments are being managed by seasoned professionals and that your worries are our concern can be a huge relief. You can also relax in the knowledge that we’ll be here to support and guide you on every step of your financial journey. We want to know you and your finances inside out – and keep it that way. After all, we’ve learned from experience that the best wealth management service comes via thorough understanding and personalised, face-to-face advice. It’s what we’re passionate about.
Here’s where we can we help
You can trust us with a number of financial solutions. From a broad range of funds providing the potential to grow your savings and protect them against inflation, to pension advice – whatever your age. We can also help you make the most of retirement, find the best protection for you, your family and your business, and advise on Inheritance Tax issues.
If you’re remortgaging, downsizing, or buying your first home, let us help you find the mortgage that will work for you. Whatever it is you need, we have your needs at our core.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You might get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
We take the time to really know your finances and find ways of making
your money work harder for you.
Get in touch
If you’d like us to help you make the most of your hard-earned savings, give us a call. We’d like to get to know you.
Glenn Clarke Financial Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
SJP Approval 11/09/2023