The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place
Partnership represent St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s Place Wealth Management plc, St. James’s Place
UK plc, St. James’s Place Unit Trust Group Ltd and St. James’s Place International plc are members of the St. James’s Place Wealth Management Group. St. James’s Place UK plc is authorised
by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. St. James’s Place Wealth Management plc and St. James’s Place
Unit Trust Group Ltd are authorised and regulated by the Financial Conduct Authority. St. James’s Place International plc is authorised and regulated by the Central Bank of Ireland. St. James’s
Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. Registered in England Number 4113955.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected
and may fall as well as rise. You may get back less than you invested. The level and bases of taxation, and reliefs
from taxation, can change at any time and are dependent on individual circumstances.
Securing your financial future requires
attention to detail and precision
planning to make the most of
your available tax reliefs and
tax-saving investment options.
Don’t miss out on the
opportunities presented
before the end of
the tax year.
Act by 5 April.
To find out more, please contact your St. James’s Place Partner.
