Our service for Charity, Trustee & Clergy Clients

We work with Charity, Trustee & Clergy Clients throughout the UK to move financial matters forward by providing a personal, confidential and highly regarded service. We aim to meet your overall aims and objectives by putting in place a plan or strategy that we will review regularly. This leaves you with more time and energy to focus on what really matters to you.

Our expertise can help you with issues such as:

  • A tailored Investment strategy
  • Retirement Planning
  • Savings and Investments
  • Inheritance tax
  • Wills, Tax, Legacies and Trusts*
  • When to purchasing a property

You will also have access to the St. James's Place distinctive approach to investment management.

To find out more about our specialist service for Charity, Trustee & Clergy Clients please don’t hesitate to contact us. We are pleased to meet with you at a time and location convenient for you.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Equities do not provide the security of capital associated with a deposit account with a bank or building society.

* The writing of a Will involves a service that is separate and distinct to those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.