Other Services

“One place for all your solutions”

We can support you with a wide range of other wealth management services or have access to specialists who can advise you on specific issues such as:

- Employee benefits
- Auto-enrolment
- Corporate lending
- Corporate planning
- Business exit strategy
- Specialist insurance
- Will writing
- Tax advice
- Legal services
- Philanthropy & Charitable giving

Wills and auto-enrolment products are not regulated by the Financial Conduct Authority.

The products and services offered from other providers have been carefully selected to complement and enhance the range of St. James’s Place products on offer. Some of the services we have available to us are separate and distinct to those offered by St. James’s Place.

I need specialist service, I would like to arrange a no-obligation meeting or call back.

Arrange a call back

Cookies | Terms | Privacy

SJP Approved 14/11/2023

Berkshire Financial Planning Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The 'St. James’s Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James’s Place representatives.

Berkshire Financial Planning Limited is registered in England and Wales, Number 12668513. Financial Conduct Authority (FCA) Firm Reference 841673. Registered Office: First Floor Unit S, Roentgen Road, Basingstoke, England, RG24 8N.