Senior Partner Practice of
St. James's Place Wealth Management
 

Bespoke financial planning for Charity, Trustee & Clergy Clients

The Darron Childs Practice provides an established, and highly regarded investment advisory service for Charity, Trustee and Clergy Clients and is the selected provider for financial planning and wealth management advice for The Clergy & Professional Association Ltd, under their CPA Ethical Wealth brand.

Our heritage of working closely with community groups and charitable organisations goes back over 25 years.

We are still a recognised leader in this specialist field and are proud to work with CPA Ethical Wealth, providing investment management and financial planning services to Clergy and other Professionals, where we are able to bring together award winning wealth management expertise with years of experience and specialist knowledge.

Having worked with Charity, Trustee & Clergy Clients for a over a quarter of a century, we understand the need for a specialist adviser. One who is experienced in successfully helping implement a bespoke financial planning strategy in a time efficient manner.

There are a number of key challenges you may be facing;

  • A tailored Investment strategy
  • Recent changes that affect retirement planning
  • Managing existing savings or investments
  • Creating income and heritage planning
  • Wills, Tax, Legacies and Trusts*
  • When to purchase a property
  • Reducing or eliminating Inheritance Tax
  • Ethical considerations

To discuss how we can help with your requirements, please donít hesitate to contact us.

Please click here to read more on Trusts and the role of a trustee

The value of an investment with St. James's Place will be directly linked to 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 writing of a Will involves a service that is separate and distinct to those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.