Financial professionals

We understand the high performance culture, and sometimes hectic lifestyle, of the financial sector. Over the years, we have worked closely with many successful financial professionals including Investment Bankers, Traders and Hedge Fund Managers, Brokers, and Analysts. The stakes are high, but so are the rewards, and the bonus culture can mean that your income fluctuates from year to year.

Controlling personal wealth with confidence, knowing where to invest or how to manage significant sums of cash such as bonuses, is key to your continued success, and financial wellbeing.

We begin all our professional client relationships with an in-depth initial meeting, one-to-one and face-to-face where possible, so that we can understand your personal circumstances and life goals in detail. We will help you to prioritise those goals, working closely with you to create a robust financial plan that can flex with your career and income, with the aim of growing your money for the future. Our services can help:

  • Provide tax relief via tax-efficient investment planning
  • Maximise your retirement income
  • Spread the cost of school fees

We have access to a wide range of wealth management products and services which benefit from the St. James's Place Distinctive Approach to Investment Management which can bring excellent investment opportunities with the potential capital growth. Our client relationships are built over time and developed through mutual trust, so we share your personal goals and ambitions at all stages of your professional career. We understand, as you do, the importance of regular reviews to identify market opportunities and adjust your own investments to help keep your long-term financial plans on track.

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.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Got a question?

Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.