London, St Helen’s Place

St Helen’s Place provides a convenient space where you can meet with your adviser. Whether you’re exploring your financial goals for the first time or refining an existing strategy, we’re here to listen and help you build a plan that works for your life.

What we can do for you

Wealth and financial planning

• Wealth planning
• Business owner planning
• Retirement and pension planning
• Financial protection
• Family office services

Investments

• Investment management
• Responsible and sustainable investing
• Self-directed investing

Banking and custody

• Banking
• Custody

Credit and financing

• Specialised credit

Trusts and estates

• Trust and fiduciary services
• Inheritance tax and estate planning

Charitable giving

• Donor-advised funds
• Philanthropy

How to get to St. Helen’s Place

• Liverpool Street: 2 minutes’ walk (Exit 2, East)
• Moorgate: 5 minutes
• Bank: 7 minutes
• Aldgate: 8 minutes
• Monument: 10 minutes