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Our services for St. James’s Place

Clarke Willmott has been on the Legal Services Panel of St. James’s Place since 2007. We understand your investment products and the role they play in the planning of your clients’ estates. We collaborate with you to meet the needs and objectives of your clients.

Our approach is simple. We take the time to get to know your client so that we understand the issues that matter to them. We will then work with you and your client to find the best and most cost effective solution.

Our presence across England and Wales allows us to work with you wherever you are based. We have offices in Birmingham, Bristol, Cardiff, London, Manchester, Southampton and Taunton and we understand the importance of meeting face-to-face.

We pay St. James’s Place a referral fee on the majority of instructions that we receive. This is typically 10% of our fee to the client. If you choose to waive the fee, our fee to the client will be discounted by the amount of the referral fee foregone.

Find the best Will for your client

Our online questionnaire ’Which Will?’ has been designed to help your client consider what is important to them when making a Will. The questionnaire takes a couple of minutes to complete and your client will receive a report recommending which of our Will packages will best meet their needs.

Find a Will for your client

Save money on Property and Finance LPAs. Our exclusive deal for clients of
St. James’s Place

For a limited period, we are offering clients of St. James’s Place significant discounts on our Lasting Powers of Attorney (LPAs) for Property and Finance services. Please click here for more information.