Our exclusive service levels

Select Investors exists to provide the benefits of a joined up and holistic approach to Financial Planning. We offer Tax Consulting, Wealth Management and Succession Planning services primarily for British, Australian and Singaporean clients. A client can engage with us at any of these levels and benefit from our expertise and that of trusted third parties based upon our tariff of charges for these services.

However, we know that our clients prefer that services are bundled and provided without having to liaise with many different points of contact and receiving different invoices for those services. Therefore, we have designed two exciting service tiers which do just that for our premium clients. Both are by invitation and are extended on the basis of a qualifying threshold of assets which are managed by us. These services stand in addition to the commitments laid out in our Service Charter.

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.

Our Singapore based tax advice is sourced from a trusted third party and is a service that is separate and distinct to those offered by St. James's Place.