Personalised financial planning
Creating the future you imagine for you and your family almost always has a financial aspect.
Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your life goals and ambitions.
Every piece of financial advice we give has one simple goal – to help you achieve your personal goals.
We share your values and plans, tailor our advice to fit them, and help you use your money to create the best future for yourself and your family.
Our Services
Investment Planning
We’re here to make the money you’ve worked hard for, work just as hard for you.
Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
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.
Retirement Planning
We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement.
A detailed retirement plan, that can adapt to your new lifestyle, will give you the peace of mind today that you’ll have the retirement you want.
Protection Planning
We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen.
Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.
Banking & Mortgages
Picking the right mortgage to suit you can be a minefield.
We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Business Services
Building a successful business is something to be proud of, and to protect.
We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.
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.
Wealth Management for your family
Using your money to support other members of your family is personally rewarding – and a very practical way to show your love.
We specialise in inter-generational Wealth Management.
Other Services
We have access to a network of trusted professionals who provide help and guidance with more specialised services such as Will Writing and tax management.
The writing of a will involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.