We have access to: ISAs, Pension Planning and annuities, Life Assurance, Trust & Estate Planning,

Later life plans, Mortgages and referral to cash savings.

We welcome our clients to our offices in Forest Row for client meetings or alternatively we are always happy to meet with clients at their work or home address.

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

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

The favourable tax treatment of ISAs may be subject to changes in legislation in the future.

Trusts are not regulated by the Financial Conduct Authority.