Other services

Normally, I will have the expert advice you’re going to need, for all aspects of your financial planning.

However, on the rare occasions I don’t have somebody with the knowledge and expertise you need, you can rest assured that I have access to specialists who will be able to provide additional advice and support across a whole range of areas including:

  • Wealth management
  • Will writing
  • Tax advice
  • Legal
  • Portfolio management
  • Specialist insurance
  • Corporate lending

Read more about some of the additional services below.

Philanthropy and charitable giving

The St. James's Place Philanthropy Service is provided by the Charities Aid Foundation and offers a tailored advisory service to help you ensure your philanthropy is effective and rewarding.

Will writing

Making a Will is vital in Inheritance Tax planning and it is important to ensure it is well written and planned correctly. I have access to a range of legal service providers, ready to assist.

The products and services offered from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer.

Some of the services we have available to us are separate and distinct to those offered by St. James's Place.

Wills are not regulated by the Financial Conduct Authority.

Got a question?

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