We not only help you with your investments, life insurance, pensions advice mortgage and tax advice, we communicate with you regularly and help you stay on target so you can live your life with peace of mind knowing that your finances are in order and your future is safe. Our aim is to develop long lasting relationships with you, your family and your business so we can help you meet your long term financial goals.
Samuels Financial is a Partner Practice of the highly successful St. James's Place Wealth Management and provides reliable and expert advice for individuals and businesses across a wide range of areas including investments, inheritance tax planning, pensions and protection.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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