We firmly believe that planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take.

Our priority is to help our clients make well informed decisions and ensure they are in the best possible position to reach their financial goals.

RSR Wealth Management has been a Partner Practice of St. James's Place since 2007, and we provide clients with reliable face to face advice and expert investment management in a number of areas:

• Building and preserving capital and investments
• Paying less tax by taking advantage of HMRC allowances and incentives
• Planning and growing funds for retirement
• Gaining financial protection against risk

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.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.