ADVERTISING FEATURE
M a k e y o u r m o n e y w f o r
k y o u
You work hard to support your family and enjoy life , so it makes sense that your money should knuckle down too . This is where a little expert advice can make all the difference
Our lives are busy and complicated . Families today can be fragmented , increasing demands on our time . You ’ d be forgiven for thinking that the latest technologies should make things easier , but that ’ s not always the case . In fact , information overload can often leave us feeling overwhelmed and unsure about which way to turn .
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So much financial choice can be bewildering . We ’ re here to guide you and advise on changes to the financial landscape and the options available for you .
In so many areas , we rely on experts to point us in the right direction . If your car breaks down , you see a mechanic . If a tooth aches , you go to the dentist . The same should be true of our finances . Why wouldn ’ t we ask the experts and make sure they ’ re being managed effectively ?
Discover our holistic approach
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We understand that everyone ’ s finances are unique . So at St . James ’ s Place we strive to offer a long-term , relationship-based service that focuses on what you need , as well as what motivates and inspires you . It ’ s this holistic approach that means we can then find solutions that work well together and match your attitude to risk .
Knowing that your investments are being managed by seasoned professionals and that your worries are our concern can be a huge relief . You can also relax in the knowledge that we ’ ll be here to support and guide you on every step of your financial journey . We want to know you and your finances inside out – and keep it that way . After all , we ’ ve learnt from experience that the best wealth management service comes via thorough understanding and personalised , face-to-face advice . It ’ s what we ’ re passionate about .
Here ’ s where we can we help
You can trust us with a number of financial solutions . From a broad range of funds providing the potential to grow your savings and protect them against inflation , to pension advice – whatever your age . We can also help you make the most of retirement , find the best protection for you , your family and your business , and advise on Inheritance Tax issues .
If you ’ re remortgaging , downsizing or buying your first home , let us help you find the mortgage that will work for you . Whatever it is you need , we have your needs at our core .
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We take the time to really know your finances and find ways of making your money work harder for you
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Your home may be repossessed if you do not keep up repayments on your mortgage .
The value of an investment with St . James ’ s Place will be directly linked to the performance of the funds selected and the value may fall as well as rise . You might get back less than you invested .
The levels and bases of taxation , and reliefs from taxation , can change at any time and are generally dependent on individual circumstances .
Get in touch
If you ’ d like us to help you make the most of your hard-earned savings , give us a call . We ’ d like to get to know you .
Senior Partner Practice
A n d r e w B i r l e y
B Sc ( Econ ) A F P C
S e n i o r P a r t n e r
0 1244 403300 ww w . w i l l i a m s b i r l e y . c o . u k
Wi l l i a m s B i r l e y W e a l t h M a n a g e m e n t L L P i s a n A p p o i n t e d R e p r e s e n t a t i v e o f a n d r e p r e s e n t s o n l y S t . J a m e s ’ s P l a c e W e a l t h M a n a g e m e n t p l c ( w h i c h i s a u t h o r i s e d a n d r e g u l a t e d b y the Financial C o n d u c t A u t h o r i t y ) f o r the purpose of advising solely on the group ’ s wealth management p r o d u c t s and services , more details o f which are set o u t on the group ’ s we b s i t e w w w . s j p . c o . u k / p r o d u c t s . T h e ‘ S t . J a m e s ’ s P l a c e P a r t n e r s h i p ’ a n d t h e t i t l e s ‘ P a r t n e r ’ a n d ‘ P a r t n e r P r a c t i c e ’ a r e m a r k e t i n g t e r m s u s e d t o d e s c r i b e S t . J a m e s ’ s P l a c e r e p r e s e n t a t i v e s .