In establishing and maintaining our high level of service we have developed close links with other professional establishments including highly respected solicitors, stockbrokers, will writers and accountancy practices which, although they are separate and distinct to the services offered by St. James’s Place, means that you receive a fully coordinated, in-depth and seamless level of service. This approach enables all aspects of your financial affairs to be carefully considered.
Goudhurst Legal has worked closely with Burfields House Wealth Management Ltd for several years, offering specialist advice on a range of subjects including Wills, Lasting Power of Attorney, Living Wills, Trust & Probate, Inheritance Tax Mitigation, Pre-Paid Funeral Plans, Long Term Care & Estate Planning.
Kings Court Trust is one of the UK’s leading estate administration specialists. Its tax and legal teams can advise on any situation and helps families in all sorts of circumstances receive their inheritance from estates large and small.
Metro Bank Since opening its doors in 2010, its aim has been to keep banking simple and its products and services as straightforward and easy to understand as possible. It offers personal banking products, from current accounts and ISAs to savings accounts and mortgages, along with the full range of business banking products and services.
Robson & Co is one such specialist firm of accountants with whom we have worked closely over the years and who complement the tax advice we provide. Established in 1969 by its founder Alan Robson, the practice, like us, believe in offering long-term personal and corporate relationships, helping our clients plan tax efficiently now and long into the future.
Walker Cripps Stockbrokers was established in 1914 and have a long-standing relationship with the St. James’s Place Partnership. They are principally engaged in stockbroking, Unit Trust management, administration of Individual Savings Accounts.
WPA offers ground-breaking personal and business health insurance policies that have revolutionised healthcare in the UK. It has been helping its members as a not-for-profit organisation since 1901 and continually strives to develop and deliver policies members can trust.
Mention of other professional establishments on this website exist for information only and we accept no responsibility or liability for the information and advice given by these establishments. The mention of another establishment does not imply or express endorsement or that of its product or services by us or St. James's Place. These services are separate and distinct to those offered by St. James’s Place.