As well as addressing simple and straightforward issues such as mortgages and insurance, we can help to resolve more complex problems for clients, whether it be investment for growth, Inheritance Tax or retirement planning.

Planning a secure future for you, your family or business is one of the most important steps you will take. It is therefore imperative to regularly review your financial situation to take advantage of the many developments in legislation, market opportunities and changes in tax law.

Our role is to understand your financial goals and aspirations and to provide you with a bespoke service.

With our office based in Leicestershire, we are able to offer clients sound advice taking away the frustrations of financial planning.

Within our Practice, we understand that each client will need an individual solution to meet their specific needs. This is why we aim to create a long lasting relationship with the client, giving expert advice.

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.