|Name:||St James's Place|
|Sector:||BANKING, FINANCIAL & INSURANCE SERVICES|
|Contact Name:||LUIS VILLAR MCSI|
St. James's Place Wealth Management30 Lombard St|
We provide our clients with holistic financial advice and wealth management services, encompassing investment planning, retirement planning, estate planning, tax planning and international financial planning.
Planning for financial peace of mind, be it for yourself, your family or your business, is one of the most important steps you will ever take. We want your experience to be positive in every sense and for all your dealings with us to meet with your complete satisfaction.
Putting our clients at the centre of everything we do is core to our culture and enables us to deliver genuinely bespoke, goals based financial plans. We can help throughout every stage of life and with widely differing financial resources and, with the use of cash flow modelling software, can work with you to ensure your financial goals always remain on track.
• Retirement planning: pensions, including pension transfers, pre/post retirement strategies
• Investment planning : ISAs, Mutual Funds, ETFs, VCTs, EIS, SEIS, Discretionary Portfolio Management
• Protection planning: personal, family, business
• Tax planning for individuals and corporates
• Cash and borrowing including mortgages
• Trust and estate planning
• International financial planning
• Private client services
Apollo Private Wealth is a Senior Partner Practice of St. James’s Place Wealth Management. The Partner Practice 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.