Financial Planning Services

About Blythswood Associates

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.

About us
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Where change is the only constant in life, we will help you navigate through life’s journey and help you create your financial plan.

Our range of services includes:

Individuals

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Pre-retirement Advice
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Financial Aspects Surrounding Redundancy
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State Benefit Guidance
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Inheritance Tax Planning and Trust Advice*
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Onshore and Offshore Investment
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Portfolio Management Services**
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Annuities and Income Drawdown
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Savings & Mortgages
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Business Solutions
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Family Protection
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Critical Illness and Income Protection Businesses

For Businesses

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Corporate Advice
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Business Assurance
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Aspects of Exit Strategy Planning
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Self Invested & Small Self-Administered Pensions
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Trustee Investments
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Access to Commercial Lending*
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Commercial Insurance
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Financial Protection

For Professional Partners

We understand that our clients may require advice from other professional service providers. We have good relationships with a number of legal and accountancy professionals who are able to work with us and provide the solutions you need.

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Integrated Solutions for our clients
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Access to Taxation and Trust Services**
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Trustee Investments
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Inheritance Tax Planning
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Onshore and Offshore Investment

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 you select, and the value can therefore go down as well as up. You may get back less than you invested.

* Trusts and some areas of Commercial Lending are not regulated by the Financial Conduct Authority

** This involves the referral to a service that is separate and distinct to those offered by
St. James's Place.