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PENSIONS & INVESTMENTS

The Broad Consultancy is a member of the St. James's Place Partnership and is able to provide help for individuals with widely differing circumstances, ages, financial resources and stages of life, in the following areas:-

  • Pensions:
                   ~ Personal
                   ~ Executive
                   ~ Stakeholder
                   ~ Self Invested Personal Pension Plans (SIPPs)
                   ~ Small Self-Administered Schemes (SSASs)
  • ISAs
  • Unit Trusts
  • Onshore and Offshore Bonds
  • Portfolio Management
  • Trust & Estate Planning

The St. James’s Place Partnership range of Plans has been developed to provide flexible and relevant solutions to our clients’ needs, with a focus on ensuring financial security over the longer-term.

Whatever your situation, you can be sure that the skills of your St. James's Place Partner, together with the quality of products and plans available within the Group, will provide a solution you can trust.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
Representing St. James's Place Wealth Management plc which is authorised and regulated by the Financial Services Authority.
The St. James's Place Partnership and the title ‘Partner' are marketing terms used to describe St. James's Place representatives.
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