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Pre & Post Retirement Planning

No matter what scenarios life may throw at you, helping you to identify your financial goals and ambitions and then choosing the right solution to enable them is my speciality.  Whether you are looking to invest for income or growth, I can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

I help to achieve these goals by designing a bespoke plan for you using the following products:

  • ISAs & JISAs
  • Pensions
  • Onshore Investment Bonds
  • Access to specialist cash management services
  • Access to Discretionary Fund Management
  • Unit Trusts
  • Offshore Investment Bonds
  • Self Invested Pension Plans
  • Mortgages
  • * Equity Release

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 can therefore go down as well as up. You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

* Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

Pension Shortfall Calculator






An additional monthly premium of £0 or single payment of £0 will correct this shortfall.