Craig James
BA (Hons) MSc DipFA
I have been in the financial services industry for fourteen years and was delighted to be invited to join the prestigious St. James's Place in 2013. The decision was easy, as it allows me to provide a high level of service and products to my clients.
About
I provide my clients with the means to grow and protect their wealth via intelligent use of tax legislation, a distinctive approach to investment management and the application of regulated financial planning.
I specialise in offering expert advice in:
- Increasing and preserving wealth using a distinctive approach to investment management and appropriate use of tax wrappers and trusts
- Mitigating tax liabilities via tax efficient investments and prudent planning
- Financial planning opportunities for directors of Ltd companies and tax efficient profit extraction
- Protecting wealth, including property and pension funds, from the devastating effects of inheritance tax (without having to give them away)
- Protecting businesses and families from unexpected death and long-term illness
- Employee benefits and pension auto-enrolment
- Retirement planning and how to maximise and secure income
- Working with clients other professional advisers to ensure that all areas are been considered
Tax law changes constantly and personal circumstances can change too, so regular monitoring and ongoing advice are absolutely essential to achieving successful outcomes. This is why I put so much emphasis on building long-term relationships with my clients. No two clients or businesses are the same. All my recommendations are therefore tailored to meet your exact needs.
My wife and I live in Ealing, West London. Over the years I have built my professional network in Ealing and Central London which helps support my wide range of clients.
When I'm not working, I enjoy most things that keep me fit such as the gym, swimming and jogging in Walpole Park and round Ealing Common.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Trusts and auto-enrolment schemes are not regulated by the Financial Conduct Authority.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
