Private clients

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.

Working in Partnership

We want to build trusted relationships that stand the test of time. Before you become a private client, we can introduce you to the team of specialists we will work with to create and maintain your wealth management strategy.

Working alongside the St. James's Place Private Client team, we I will gain a detailed understanding of the ambitions and requirements you have for yourself and your family. A personalised wealth management report will provide you with a clear vision of the strategy required to help achieve these financial goals: plans in which you can choose to involve your family.

Our service brings together a comprehensive range of solutions to address the four key areas of effective wealth planning: maintaining your lifestyle, protecting your assets and the family estate, pursuing your philanthropic aims and supporting your business and professional interests.

With the ongoing support of experts within the Private Client team, we will work closely with you to ensure that the strategy covering these areas is reviewed regularly, and adapted where appropriate.

Personal service

To complement my 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.

Maintaining your lifestyle
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Protecting your assets and estate
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Trustee services
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Philanthropy
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Your private banking services
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Supporting your business
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Face-to-face relationships

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.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

Our proposition

Our proposition for Private Clients provides a bespoke service, to deliver added value now and in the future. By working together, we are able to put you in control of your financial future: always being on hand for advice and guidance that can make all the difference in an uncertain world.