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