Private Clients: The Golden Years

With the ongoing support of experts within the Private Client team, we will work closely with you to ensure that your retirement strategy is reviewed regularly and adapted where appropriate. You may also be considering philanthropy options at this stage too.
Nearing retirement
Preserving your estate for future generations, nearing retirement we work to maximise tax opportunities along with an investment strategy that seeks outperformance.
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Philanthropy and Charitable Giving
Whether you are considering establishing a charitable trust during your lifetime, or making provisions for a legacy after your death, the St. James's Place Philanthropy Service can help ensure your charitable giving is both effective and rewarding.
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Please feel free to contact us with any financial queries or concerns which you may have

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Copyright St. James's Place © 2025