If you have substantial wealth, your financial circumstances will be more complicated than most. We specialise in meeting the financial needs of people with high incomes, or people who have generated significant capital.

We can work with you to create a structured, yet flexible, plan that can: 

  • Protect any significant capital and assets you have from loss or third-party claims
  • Generate a regular income for now or later in life
  • Grow your capital for the benefit of you and your loved ones now or in the future
  • Reduce your exposure to Inheritance Tax, Capital Gains Tax and Income Tax 
  • Reduce & spread risk to your wealth using a wide range of simple, effective and legal financial solutions  

Contact us now to confidentially discuss your financial situation with one of our experts.

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.

+44 (0) 1803 659 659
2 Old Bank Chambers Fore Street, Torquay, TQ1 4PR