We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
For full details of the range of products and services that are available to you, view our 'Wheel of Services'.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
From retirement planning to structuring your finances for the benefit of all your family, we can help you unlock your wealth's full potential.
Our investment planning services are designed to help grow wealth and protect against inflation.
Our retirement planning advice and services will give you the help you need to make the most of your retirement opportunities.
When it comes to protecting your estate, it's important that you get all the help, advice and support you need.
We take the time to get to know you and your requirements, before helping you effectively manage your finances.
Running a business can be stressful. We can help via our range of services designed for the corporate world.
Intergenerational wealth management enables families to use their collective wealth to support each other.