I provide a comprehensive advice-based approach to asset management and tax planning in conjunction with a wide range of related products and services, on both a UK and international basis.

This includes advice on the distinct St. James's Place approach to investment management, risk managed portfolio construction, investment and estate planning, as well as the establishment of both onshore and offshore trusts and trustee investment structures, retirement planning, income strategies, Long Term Care strategies (including our Later Life Planning Scheme) and tax effective investments, such as ISAs EIS and VCTs.*

This website offers you direct access to continuously reviewed reporting and analysis, with regular bulletins on key market and economic issues, supported by commentary from members of the St. James's Place Investment Committee and respected fund managers.

St. James's Place Wealth Management provides a high level of corporate security and transparency, with client funds held exclusively through custodian banks and as St. James's Place does not trade on its own account, there is no exposure to counter-party risk.

St. James's Place Wealth Management is a directly quoted FTSE250 company and has funds under management of . The highly respected management team, have included the founder and
co-founder of J. Rothschild Assurance, Lord Jacob Rothschild, Mike Wilson and Sir Mark Weinberg.

Jolyon Hankinson Dip PFS
Founder Member and Principal Partner of St. James's Place Wealth Management

Trusts are not regulated by the Financial Services Authority.

*Please note that the favourable tax treatment given to these types of investment is subject to future changes in legislation.