Craig James

Craig James Email and Phone Number

Principal of Craig James Wealth Management @ St. James’s Place Wealth Management
London, England, United Kingdom
Craig James's Location
Greater London, England, United Kingdom, United Kingdom
Craig James's Contact Details

Craig James personal email

n/a
About Craig James

Thank you for viewing my profile. I provide my clients with the means to help 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 aimed at: ► 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 potential devastating effects of inheritance tax (without having to give them away)►Protecting businesses and families from unexpected death and long term illness ►Retirement planning and how to help maximise and secure income►Working with clients other professional advisers to ensure that all areas are been consideredTax law changes constantly and personal circumstances can change too, so regular monitoring and ongoing advice are absolutely essential to achieving successful outcomes and this is why I put so much emphasis on building long-term relationships with my clients.No two clients or businesses are the same therefore all my recommendations are tailored to meet your exact needs. My family 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 wider offering to my clients. The value of an investment with St. James's Place will be directly lined 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. 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.

Craig James's Current Company Details
St. James’s Place Wealth Management

St. James’S Place Wealth Management

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Principal of Craig James Wealth Management
London, England, United Kingdom
Craig James Work Experience Details
  • St. James’S Place Wealth Management
    Principal Of Craig James Wealth Management
    St. James’S Place Wealth Management
    London, England, United Kingdom
  • St. James’S Place Wealth Management
    Principal Of Craig James Wealth Management
    St. James’S Place Wealth Management Dec 2013 - Present
    London, United Kingdom
    St. James's Place Wealth Management is a FTSE 100 company, recently awarded “Best Financial Adviser 2021" at the Personal Finance Awards. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.The Partner/Partner Practice is an Appointed… Show more St. James's Place Wealth Management is a FTSE 100 company, recently awarded “Best Financial Adviser 2021" at the Personal Finance Awards. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives Show less
  • One Solution Group
    Financial Adviser
    One Solution Group Dec 2011 - Nov 2013
  • Clifton Asset Management Plc
    Financial Consultant
    Clifton Asset Management Plc Jul 2008 - Sep 2011
  • Entrepreneur Action Ltd
    Business Development
    Entrepreneur Action Ltd Jul 2007 - Jul 2008

Craig James Skills

Wealth Management

Craig James Education Details

Frequently Asked Questions about Craig James

What company does Craig James work for?

Craig James works for St. James’s Place Wealth Management

What is Craig James's role at the current company?

Craig James's current role is Principal of Craig James Wealth Management.

What is Craig James's email address?

Craig James's email address is cr****@****l.co.uk

What schools did Craig James attend?

Craig James attended University Of Plymouth, University Of Plymouth.

What skills is Craig James known for?

Craig James has skills like Wealth Management.

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