We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most. These specific clients are known as our Private Clients.

When you create your personal wealth management plan with Smith Jackson Wealth Consultancy Limited you gain:

• a high level of personal service focused on you and your wishes to protect your families finances
• a team who have the breadth and depth of knowledge to advise and guide you through the often more complex financial issues you face
• peace of mind safe in the knowledge you have advisors who can explain how changes in your personal situation might effect your future finances.

We help our Private Clients to create a structured financial plan with the aim of mitigating income, capital gains and inheritance tax within the parameters of their individual circumstances. Whether clients want to grow their wealth or receive a regular income, we look to help them obtain the best possible returns on their money in relation to their tolerance to risk and investment objectives.

We also place a strong emphasis on estate and trust planning and in particular ensuring as far as is possible, individuals’ assets are protected against third party claims.

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.

Trusts and some areas of estate planning are not regulated by the Financial Conduct Authority.

To complement our expertise and extensive range of services, we also provide access to carefully selected specialist providers in financing, cash management, offshore investment planning, tax planning & legal services and philanthropy.

We believe that, as a private client, you should also have access to the individuals managing your money and the people making the decisions about those managers, as well as experts who can keep you closely informed on all aspects of wealth management.

Through our private client events you have the opportunity to meet and question our experts, including fund managers, the St. James's Place Chief Investment Officer and other members of the Investment Committee. We also hold bespoke events on topical matters such as philanthropy and charitable giving, planning for the next generation and Inheritance Tax planning.

These exclusive events provide real insight into matters that directly affect you and your wealth, and open our extensive network of expert connections to our most valued clients.

Whatever your plans for yourself, your family or your business, we aim to make a real difference to your life and those you care about most.