Rob strives to build long-term personal and trusted relationships with clients and their families. He is professional and through his experience provides a holistic service covering most aspects of wealth management including Tax Efficient Investment Planning, Inheritance Tax Planning and Protection. Rob has significant experience and knowledge in alternative tax-efficient investment solutions.
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 dependent on individual circumstances.