Private clients

In addition to our Personal Client service, our Private Client service is provided exclusively by Ashlie Barnard and specially selected professional connections. This service is for individuals and families whose financial holdings mean 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, farmers and landowners as well as Trustee Investments.

We understand that exiting a business or talking about a time that you may not be around can be emotionally challenging for some. Which is why whatever your circumstances, you will always receive personalised and confidential advice and be treated with compassion and respect, to help you make those, sometimes difficult, decisions. 

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

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.