At 4Life Wealth we offer our clients a bespoke service; as your circumstances change we can provide on-going advice to help you to achieve your goals. Whilst the Head Office and administration centre of 4Life is based in Harrogate we have wealth management consultants who cover the areas of Yorkshire, Lancashire and the North East.
The comprehensive wealth management advice service includes;
- Preserving and building capital
- Planning for a successful retirement
- Reducing Inheritance Tax liability
- Wills and Trusts*
- Financial protection against risk
- Corporate Wealth Management advice
Our Distinctive Approach to Investment Management
Successful investment, whether it is in the form of pension provision, capital creation or income maintenance, is critical to your future well-being but it is a field which presents a unique challenge as future performance is unpredictable. Unlike most other financial services companies, St. James's Place does not employ in house fund managers because we believe that no single investment house has a monopoly of investment expertise. Instead a number of respected external investment houses are carefully selected to look after a range of funds. Read more about our approach in "Why St. James's Place".
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Wills and Trusts are not regulated by the Financial Conduct Authority. Will writing is a separate and distinct service from those offered by St. James's Place.