Previously Constantia Wealth and Finance, we rebranded to Stellenbosch Financial Planning in 2024. We are based in London and have been part of St. James's Place since 2013.

All our clients have individual and specific requirements and therefore the service we provide is bespoke to your objectives and aspirations. Our role isn’t merely to recommend certain products or investments – we work together to build a financial plan that is realistic and manageable. We want you to be informed and make the decisions, and we provide the guidance and knowledge to help you with this. Our service spans many aspects of financial management, including but not limited to:

• Pension planning
• Investment planning, which typically involves reviewing and managing tax allowances and reliefs
• Inheritance tax planning
• Financial protection against risk

It is fundamental that we get to know each other well so that we can work together and forge a long-term relationship built on mutual trust and understanding.

The value of an investment with St. James's Place will be directly linked to the 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.