We provide advice on a range of Wealth Management solutions, which utilises the distinct St. James's Place investment approach to Investment management. 

The Farrier Rose team uses sophisticated analysis tools to construct detailed financial plans that are data-driven, realistic, and regularly monitored.  These tools include the industry-leading Voyant software for holistic, detailed cashflow forecast analysis, and Timeline for stress-tested, probabilistic investment outcome modelling. 

We advise on tax-efficient onshore and offshore investment wrappers, as well as related trust and estate planning structures. We also provide strategic advice on existing pension arrangements, employee benefit packages and on property lending and finance. 

The Farrier Rose team also provides access to first-class private client law and accountancy firms on a range of subjects, on matters such as the writing of tax-efficient wills*, utilising business relief and advice in connection with non-UK-situs assets and non-domicile status.  

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 depends on individual circumstances.

*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place.

Wills and Trusts and are not regulated by the Financial Conduct Authority.