Communication and client satisfaction is at the heart of the business, and we believe this is essential for helping you achieve your financial goals. We are based in Norfolk, providing holistic financial planning, for the Norfolk, Suffolk, and Cambridgeshire areas. We specialise in: 

• Protection - personal and business Investment 
• Planning - ISAs, Investment Bonds 
• Unit Trusts Estate Planning - Inheritance Tax and Trusts * 
• Pensions - personal and Auto Enrolment

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 is generally dependent on individual circumstances.

*Trusts and Auto-Enrolment are not regulated by the Financial Conduct Authority.