Financial Advice for High-Net-Worth Individuals
From maintaining your lifestyle to planning your legacy, we help you navigate the complexity that comes with wealth.
Why do high net worth individuals need financial advice?
When you’ve built wealth or secured an excellent income, financial advice becomes more complex, and more important. Tax rules are tighter, mortgages are bigger and...
You may be managing multiple income streams, property portfolios or businesses which leaves you time poor.
You need a trusted adviser to build a financial plan that can grow your wealth, protect your interests and stay in front of changes to the tax landscape.
Protecting your lifestyle
You need a financial plan in tune with your lifestyle, whether that means;
Creating a sustainable income that maintains your standard of living
Building a cashflow forecast so you can plan for life’s big milestones
Managing cashflow for life events or investments
Balancing access to funds while still aiming for long-term growth
Investing involves risk. The value of investments can rise and fall, so you may get back less than you invest.
Helping you plan for what’s next
Some of the typical areas we support high net worth clients with:
Diverse investments to grow wealth
Tax efficiency across income, dividends and capital gains
Planning your retirement
Setting up trusts and intergenerational wealth plans.
Trusts are not regulated by the Financial Conduct Authority.
Supporting family members - children, partners or ageing parents
Staying on top of legislation and tax changes
Investing involves risk. The value of investments can rise and fall, so you may get back less than you invest.
Investing is generally suited to longer-term goals, giving your money time to potentially grow and benefit from compounding. But growth isn't guaranteed, and investments can fall as well as rise.
The right level of investment risk depends on your goals, timeframe and circumstances.
* Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
Advice that fits around your life
We understand that your time is valuable, so we get straight to the point.
Whether it’s just managing your wealth or protecting your legacy, we offer clear, proactive advice with your lifestyle in mind.
Our planning is supported by cashflow forecasting, regular reviews, and an ongoing relationship that adapts as your priorities change. Your adviser is always just a phone call away.
Meet our people
Meet our people
Our clients are real people, and so are we. Scroll through our team to meet the people who can build your financial plan. Not sure who might fit your requirements? Get in touch.
