Generating wealth requires remarkable expertise, dedication and commitment to secure your financial future.

By working with our our highly qualified Founder who specialises in the private client arena, Codey will help preserve the wealth you have worked so hard for.

 

Who do we work with?

• Equity Partners in the professional services sectors

• Corporate Executives, both working and retired

• Business owners developing an exit strategy

• High-earners with complex financial planning needs

• Families with inherited wealth

 

Creating wealth is an extraordinary accomplishment

Self-managing your wealth needs can be burdensome with the pressure to ensure it meets your family’s needs, as well as juggling a busy life.

Our highly qualified Founder, Codey Rees can untangle and simplify complex wealth scenarios to help preserve your capital.

Codey will work with you and your family to understand what is important, so he can build a personalised financial planning model and the very best of advice recommendations to help meet your needs for the future. This can be adjusted as life changes, so you always have a plan and the right advice to meet your expectations. 

With your exceptional needs and our expertise, we can work together to deliver brilliant outcomes for you and your family, both now and in the future, as well as giving you financial peace of mind and some well-deserved time back.

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. Tax reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

*Trusts are not regulated by the Financial Conduct Authority.