IT Professionals

As an IT consultant you will already be familiar with the objective of building long term partnerships with clients to provide consultancy services, using your business and technology expertise, ensuring the client is at the heart of the service delivery.

As a provider of Wealth Management Services I, and St. James's Place, share the same objectives and philosophies. This website will provide you with an overview of the bespoke services I provide to help you and your family manage your wealth most effectively.

When working with IT professionals, I find that there are a number of key challenges that they face including:

  • Retirement Planning
  • Risk Management
  • Ensuring an appropriate Will* is in place
  • Managing finances

I am able to provide you with a range of bespoke services to help you and your family manage your wealth most effectively. These services include:

  • Investment Planning
  • Retirement Planning – Pension Advice
  • Tax efficient planning to meet your financial objectives
  • Tax & Estate Planning and the Asset Presentation Trust**

Rajiv’s inestimable counselling and services, aided me in stabilising my present and future financial affairs. His professional expertise combined with down to earth personality, provides an easy path for consultation on financial matters of various levels. He comes highly recommended by me.

Skandan Murugan, IT Consultancy


“Client should consider reviewing their Wills and/or establishing appropriate trusts* to make the best use of this benefit”

*Please note that the writing of a Will involves a service that is separate and distinct to those offered by Rajiv Prabhakar or St. James's Place. Wills are not regulated by the Financial Conduct Authority.

** Trusts are not regulated by the Financial Conduct Authority.