Financial Planners, Financial Consultants, Tax Preparation Services, Tax Preparations
St. James's Place
St. James's Place is a financial services company based in Manchester, England. They specialize in providing expert financial advice and planning services to their clients. Their team of experienced financial consultants and planners are dedicated to helping individuals and businesses achieve their financial goals. In addition to financial planning, St. James's Place also offers tax preparation services to ensure their clients are fully compliant with tax regulations. With a focus on personalized service and attention to detail, St. James's Place is committed to providing the highest level of financial services to their clients.
Introduction to St. James's Place
St. James's Place is a financial services company based in Manchester, England. Founded in 1991, the company provides financial planning, tax preparation services, and other financial consulting services to individuals and businesses. What sets St. James's Place apart from other financial services companies is their commitment to personalized service and their focus on building long-term relationships with their clients.Services & Products
St. James's Place offers a wide range of financial services and products, including investment management, retirement planning, and tax planning. Their team of experienced financial consultants and planners work closely with clients to develop customized financial plans that meet their unique needs and goals.Location
St. James's Place is located on the 7th floor of Sunlight House, a historic building in the heart of Manchester. The area is home to a variety of businesses, including law firms, financial services companies, and tech startups. Visitors can expect to find a bustling urban environment with plenty of dining and entertainment options nearby. The company is conveniently located near several public transportation options, including the Manchester Piccadilly Train Station, the Market Street Tram Stop, and the Piccadilly Gardens Bus Station.Benefits
Customers should choose St. James's Place for their financial services needs because of their commitment to personalized service and their focus on building long-term relationships with their clients. Their team of experienced financial consultants and planners work closely with clients to develop customized financial plans that meet their unique needs and goals, and they are dedicated to providing exceptional customer service every step of the way.Good to Know
Customers should be aware that St. James's Place is a fee-based financial services company, which means that they charge a fee for their services rather than earning commissions from the sale of financial products.Reviews
St. James's Place has received positive reviews from customers who appreciate their personalized approach to financial planning and their commitment to building long-term relationships with their clients. Many customers praise their team of experienced financial consultants and planners for their knowledge and expertise, and for their ability to provide customized solutions that meet their unique needs and goals.Amenities
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financial advice -
investment advice
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tax planning
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insurance services
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financial planning
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wealth management
FAQ
Do you offer assistance with audits or IRS correspondence?
Yes, we offer assistance with audits or IRS correspondence. We have qualified financial consultants and planners who can provide you with the necessary guidance and support to help you navigate through audits or IRS correspondence.What is your fee structure for tax preparation services?
Our fee structure for tax preparation services varies depending on the complexity of the tax return and the services required. We offer competitive fees that are transparent and agreed upon upfront with our clients.How do you charge for your services?
We charge for our services based on a percentage of the assets under management, or on a fee basis for specific financial planning services. Our fees are transparent, and we agree upon them upfront with our clients.How will you tailor your services to meet my specific financial goals and needs?
We take a personalized approach to each of our clients and offer tailored financial planning services. Our qualified financial planners will work with you to understand your specific financial goals and needs, and develop a customized financial plan that meets your unique requirements.What professional qualifications do your financial planners have?
Our financial planners have various professional qualifications, including Chartered Financial Planners, Certified Financial Planners, and Accredited Financial Planning firms. We have a team of highly qualified and experienced financial planners who are dedicated to providing our clients with the best possible financial planning services.Reviews
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Gareth Stobbart
Would definitely not recommend this company or any of its affiliates. They took advantage of me being disabled and mis-sold me a mortgage which then cost me £2380 to get out of.
27-05-2022
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Michele Manson
Would highly recommend St James Wealth Management, great service and Chris is Lovely to work with.
27-05-2019
