St. James's Place specialises in delivering face-to-face wealth management advice to individuals, trustees and businesses.

As well as addressing simple and straightforward issues such as mortgages and specialist insurance, we can help to resolve more complex problems for clients, whether it be investment for growth, Inheritance Tax or retirement planning.

In general, we provide reliable and expert advice for individuals and businesses seeking to achieve four principal financial objectives:

• Build and preserve your capital
• Manage your cash and borrowings
• Protect yourself against financial risk
• Manage your wealth more effectively

We are completely in tune with IHS Markit and simply want to offer the most enhanced service and add real value to all employees. We aim to deliver information and education via 2 routes – this dedicated Microsite for IHS Markit employees and educational briefings delivered by St. James's Place.

This will be across a range of subjects and detailed in the programme section.

We offer true accountability, a guarantee with all our advice and complete consistency of people/advisers. Our proposition is all about service, longevity and getting to know clients over the longer term to create a real relationship.

In summary, I can work with you to develop an approach that will prepare you and your family for whatever the future has in store.

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.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Any advice provided to you by St. James Place will be strictly an individual arrangement between yourself and St. James Place. IHS Markit will not be liable for that advice under any circumstance.