When it comes to your future, it is important to invest in planning. We believe that if you invest in expert financial planning, it will help you achieve your financial goals and secure the future you want.
Whether you are starting out in your career, looking to buy your first home, saving for your child’s education or heading towards retirement, we are here to help you at every step of life’s key milestones.
If you are running a successful business, how can you use that to generate financial security in retirement?
We have a range of potential solutions that will provide both you, and your employees, with tax efficient retirement benefits.
Some of the areas we can discuss with you are:
Please contact us if you wish to discuss these topics in further detail.
We will take the time to understand your needs and recommend a solution that will enable you to benefit from the success of your business.
The value of a pension 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.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
*Exit Strategies may include products and services that are separate and distinct to those offered by St. James's Place.
