We provide Le Creuset employees with a full wealth management and financial advisory service.
We understand that executives seldom have the time or technical knowledge to deal with their financial affairs. We commit ourselves to helping our clients achieve their objectives in a structured and efficient way and providing support as they adjust to changes in their business and personal lives.
Changes in pension legislation, for example, may have a significant and potentially damaging effect on the benefits you accrue. We understand the issues, benefits and reward schemes and can help optimise your arrangements and minimise your exposure to investment risk and taxation.
We think that face-to-face meetings are most productive, but we appreciate that this is not always practical given the demands of the working day so we are equally happy to meet after working hours, talk over the phone or communicate electronically at a time suitable for you. Our consultations are without obligation.
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.