For city professionals, a demanding career in finance is generally hectic and high-pressured, and often highly paid. The very nature of the job can leave you with little time to look after your own personal finances. Plus, the more success you achieve professionally, the higher your earnings become; thus, your personal financial landscape tends to get a lot more complex.
We offer expert advice to city professionals across a diverse range of financial planning matters. We understand the specialised financial advice that’s needed to maintain your current lifestyle, achieve your goals, and ultimately have the freedom to decide when and how you want to retire.
We want you and your family to succeed financially, so our guidance is tailored for that purpose. Our aim is to create a lasting bond between us as we help you accomplish your individual objectives.
Tax and Bonus Planning.
If you’re earning a higher salary, then you don’t want to miss out on the tax reliefs that are available. We offer expert advice and help with planning your taxes and bonuses so that you can make smart investments in an efficient way. By investing today along with periodic reviews of your finances, you can rest easy knowing that when retirement comes around, life will still be financially secure and comfortable.
There are many ways to save tax and plan bonus payments.
Retirement Planning.
Whether you are far away from, or quickly approaching, retirement age, or if you need to create pension plans for your employees; there is a wide and flexible array of options at your disposal. Seeking professional advice and guidance on what will best suit your needs will be immensely beneficial. It’s never too late – nor too early – to begin planning ahead!
University & School Fee Planning.
With education and university costs constantly on the rise, now is the time to plan ahead for your child’s education. We understand that you want them to have an excellent start in life by obtaining a great education. By working together, we can tailor a school fees plan specifically designed with you and your family’s future in mind – one that will serve you well today and further down the road.
Family Protection.
If a major event, such as job loss or illness, suddenly renders you or your partner unable to work and earn an income for the family, having sufficient financial stability to fall back on can be a saving grace. We are here to provide term assurance, critical illness protection, income protection plans, family income insurance coverage options and whole of life assurance policies that will ensure your loved ones’ security in difficult times.
Our investment planning advice promises to assist you in cultivating wealth and safeguarding against inflation and other risks.
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 invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
JPS Wealth Management Ltd is registered in England and Wales, Number 09274545. Registered Office: 14a Montpelier Place, Brighton, BN1 3BF.
