Financial Services

Our partnerships give you access to a range of financial services to support you and your family. 

Call us on 01923 257 257Request Call Back

What it is

St James’s Place is a wealth management business that puts long-term relationships and trusted face-to-face financial advice at the centre of everything we do.

St James’s Place can help with everything from mortgages and life cover to pensions and investments.

Who it's For

  • Contractors
  • Sole Traders
  • Limited Companies
  • Partnerships
  • Umbrella Workers

Tailored to you

Personalised advice covering financial, investment and tax planning

Long-term support

Life-long relationships with clients and their families

Investment approach

A radical approach to investment management

Diversity

A diverse range of investment funds and portfolios

What it is

City Capital Financial Planning is an Independent Financial Advisory business that provides bespoke financial advice tailored to your personal requirements.

City Capital Financial Planning can help with everything from pensions and investment planning to succession planning and cash flow forecasting.

Who it's For

  • Contractors
  • Sole Traders
  • Limited Companies
  • Partnerships
  • Umbrella Workers

Independent Advice

Independent Financial Advice covering all areas of financial, investment and tax planning.

Contractor Specialists

Experienced specialists in financial planning for contractors (especially PSCs).

Tax-efficient

We’ll help you structure your finances as tax-efficiently as possible.

Expert Solutions

Add tangible value at every stage of your business development with a wide range of effective solutions.

What it is

Online will service combining the latest technology with expert lawyers to bring JSA members the best of both world. Saving between £200-£400 when compared to a typical firm of solicitors.

Who it's For

  • Contractors
  • Sole Traders
  • Limited Companies
  • Partnerships

Cost

JSA members receive an additional 20% discount on the typical website price.

Convenience

Can be completed at a time of your choosing in under 15 minutes using our secure online portal

Regulated

Wills drafted by SRA regulated solicitors with appropriate PI insurance

Support

Ongoing estate planning support for JSA members that have more detailed estate planning requirements

We'd love to hear from you

Call us on 01923 257 257 or Request a callback