Our Services

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.

We have used our experience of working with Partners at Professional Services Firms and Senior Corporate Executives to develop a simple three step process that is relevant and appropriate to their circumstances.

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The mental health and physical wellbeing of employees have been topics high on the agenda for many employers for some time. Increasingly, there’s a third consideration which many of you are taking into account when thinking about your employees' needs – and that's their financial wellbeing.

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In line with our commitment to financial wellbeing, we often work with HR Directors, helping them to ensure that their own Partners and Senior Corporate Executives have access to the best possible advice.

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We all know that sustainability is becoming an increasingly important feature of modern life, and wealth management is no exception.

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We provide all of our clients with a secure state-of-the-art portal to share and transfer confidential information, documents, messages and even host video meetings.

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