Useful Links

The website of St. James's Place Wealth Management https://www.sjp.co.uk

Check the latest fund prices for your St. James’s Place investments. https://www.sjp.co.uk/funds

SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life. A well-qualified financial adviser who is also somebody who understands the plans you need to make for your retirement years. The complexities of the many decisions you or your family may need to face when looking at issues such as care funding matters or whether equity release* is the right thing for you, need careful and considered advice. Financial advice should help you make clear and informed decisions knowing that you have had the information and choices presented to you in a way that helps you make the best choices and decisions for you or for a family member.

*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

*https://societyoflaterlifeadvisers.co.uk/Find-an-Adviser/Detail/293/Kirsty-Tyler

The Diploma is an industry standard, develops a practical understanding of the law and procedures involved in trust and estate administration, tax and accounting. I was awarded the diploma on the 19/12/2017. *https://www.step.org/qualifications/step-diploma-trusts-and-estates-england-and-wales