Private clients

In addition to our Personal Client service, our Private Client service is provided exclusively by Ashlie Berry and specially selected professional connections. This service is for individuals and families whose wealth level means they require a more complex financial planning service.

We offer specialised advice in areas such as Inheritance Tax Planning, Intergenerational Planning, aspects of Business Exiting and Profit Extraction for business owners as well as Trustee Investments.

As representatives of St. James's Place Wealth Management we have access to an experienced panel of carefully selected providers who have all been through a stringent due diligence process in making sure they are some of the best companies and people to be helping us look after your holdings.

We can offer bespoke recommendations and solutions on:

  • Pensions
  • Inheritance Tax Solutions
  • ISAs, Unit Trusts and Investment Bonds

We also have access to a Direct Fund Management and Cash Management proposition for clients who do not want to make the day to day decision on their savings and investments.

Our Private Client Service is appropriate for clients with investable wealth in excess of £250,000 per person.

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.

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