Van Greaves, Principal of Westwell Wealth Management, accepted an invitation to join St. James's Place Wealth Management in 1998. Since then the business has grown and today, as a team, we look after the affairs of over 250 clients. It is important to us to develop a relationship founded on trust so we can better meet the expectation of each client.
Private Clients
We help our private clients to create and implement a structured financial plan seeking to mitigate income, capital gains and inheritance tax within the parameters of their individual circumstances. Whether clients want to grow their wealth or receive a regular income, we look to help them aim to obtain the best possible returns on their money in relation to their tolerance to risk and investment objectives.
We also place a strong emphasis on estate and trust* planning and in particular ensuring, as far as possible, your family assets are protected against third party claims. Helping you to achieve financial security is at the heart of our planning.
The value of an investment with St. James's Place will be directly linked to the performance of funds selected and may fall as well as rise. 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 are not regulated by the Financial Conduct Authority.
Business owners
Directors and Partners are typically very busy and their efforts are mainly focused on running their business, often with little time to address the complexities of their own financial planning.
We can help you to rationalise and simplify the decisions that you need to make and ensure that you have a well rounded and coherent financial plan that aims to achieve the financial goals that are most important to you and to your family.
We regularly work with other professional Practices and encourage joined up thinking and collaborative relationships to ensure that we are all working to meet your objectives.
