Other services

We will be able to guide and advise you on most aspects of your financial planning.

However, you may need additional advice on more specialised planning services. When that happens, we have access to a network of specialists, all carefully selected for their expertise and experience, who can provide additional advice and support in these areas:

  • Will writing
  • Tax advice
  • Legal advice
  • Portfolio management
  • Specialist insurance
  • Corporate lending

Read more about some of the additional services below.

Philanthropy and charitable giving

St. James’s Place and the Charitable Aid Foundation (CAF) offer advisory services to support your philanthropic goals.

Making a Will

Making a Will is a cornerstone of estate and Inheritance Tax planning, and it is a specialised professional service.

The products and services offered from other providers have been carefully selected to complement and enhance the range of St. James’s Place products on offer.

The products and services offered from other providers are separate and distinct to those offered by St. James’s Place.

Wills are not regulated by the Financial Conduct Authority.