St. James's Place Wealth Management - Benefits Plus
RICS is giving you the opportunity to access a range of exclusive member services from St. James's Place, the 'RICS Preferred Provider of Wealth Management Advice'.
Whether you are looking to plan for your retirement, minimise personal taxation, invest for income, or mitigate inheritance tax, St. James's Place will help you to achieve your desired financial and lifestyle goals.
Confidential Financial Review for RICS Members
If you would like to arrange a confidential, no obligation, face-to-face review of your finances, please call 0800 953 3030 or visit www.sjpp.co.uk/rics.
Useful Guides
St. James's Place have put together some guides to help with your financial planning:
- Retirement Planning Guide
- Inheritance Tax Guide
Exclusive RICS Member Events
St. James's Place hosted a series of successful Financial Management Briefings exclusively for RICS members throughout 2010 and 2011. Keep checking this page for details of future events, or visit the exclusive RICS member event section on the St. James's Place website.
Financial management briefing testimonials
Very good, very interesting, very informative
Very thought provoking – excellent presentation. Slight information overload towards the end (so much to take in). An excellent morning
Excellent – it has really changed my attitude to investment and inheritance taxation
Contact St. James's Place Wealth Management
If you have any questions about the range of wealth management services, or would like further information, please visit the St. James's Place RICS Member Website or contact:
t +44 (0)800 953 3030
e rics@sjpp.co.uk
