At CTP Wealth Management Ltd we offer a seamless service of distinct quality, professionalism and expertise covering the various aspects of wealth Management, all provided by the prestigious St James’s Place Wealth Management.

We provide comprehensive financial planning for private clients and their families, business owners and senior executives throughout the United Kingdom.

We build long lasting professional relationships with our clients built on respect and trust in our services to help you achieve your financial goals.

Our clients expect exceptional service and quality advice and we aim to deliver exceptional service for the lifetime of our relationship.

As a Senior Partner Practice of St. James's Place, St. James's Place guarantees the suitability of our advice when recommending any of the wealth management products and services available from companies within the group.

We specialise in the following areas:

• Retirement planning strategies for both pre and post retirement
• Protecting your Estate
• Establishing family Trusts* for the provision of future generations
• Capital preservation in retirement
• Strategic investment planning
• Extracting profit from companies – Director owned businesses in a tax efficient manner
• Inheritance Tax mitigation
• Corporate wealth management

The value of an investment with St. James's Place will be directly linked to the performance of the 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 and are dependent on individual circumstances.

*Trusts are not regulated by the Financial Conduct Authority.