We advise clients on many aspects of wealth management, helping individuals who may have very different circumstances and are at various life stages, to achieve their personal goals.
In order to deliver appropriate advice, we spend a great deal of time listening to and understanding each of our clients’ specific requirements before offering a bespoke solution.
As a Partner Practice of St. James's Place Wealth Management we have access to the exclusive range of St. James's Place products which offer many important benefits, perhaps the most remarkable of which, is the distinctive and highly successful approach to investment management. Our close working relationship with the Private Client area of business focuses on delivering specialised solutions to our high net worth clients.
Whatever your circumstances, we can create a bespoke financial strategy that is personalised and relevant to you, your family or your business.
We focus on understanding our client’s objectives and concerns and help to address your immediate, medium and long term financial planning needs. The Chronos team focus on building long term relationships with you and your family, providing continuity along your financial journey.
The following are some examples of the specialist advice and services that we can provide for you:
- Retirement planning strategies and business exit planning**
- Advanced tax and investment planning
- Trust* and estate planning
- International investments and trusts*
- Pension fund analysis and review
- Pensions in divorce service
- Specialist mortgage services
- Self-Invested Personal Pension plans
- Income drawdown schemes
- Small self-administered pension schemes for controlling directors
- Protection panel, providing cover in the various forms of life, critical illness and disability solutions
- Specialist insurance specialising in high value property and businesses
- Financing commercial property*
* Trusts and commercial funding are not regulated by the Financial Conduct Authority
**Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.