Ambitious Professionals

Work is important, we all know that. And for ambitious, hard-working professionals, it’s so easy to get caught up in the everyday challenge of staying on top of your career and losing sight of the longer-term financial security you are striving to achieve.

We’ll help take the pressure off you by helping to develop an appropriate financial strategy that supports your goals, and we can even help you decide what those goals are in the first place. Whether it’s helping you to protect your family, maximise the returns on your investments or what kind of pension you should have, we’ll ensure you make the right decisions.

So, whether you’re just starting out on your career, are riding high in the middle of it or preparing for the next stage of your life, we’ll help you put together a robust financial strategy that’s fit for purpose. We work across all professions and have a core expertise in the legal, accountancy and IT sectors.

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.

Case Study: An ambitious IT professional

Paul, 26, is a dynamic and ambitious IT professional working for a global software business. He was introduced to us by an existing client and has a clear objective: to put together a financial strategy that will enable him to retire at 50.

Paul is a top performer at his company, consistently working 12 hour days, in a very demanding sales environment. The financial rewards are substantial, but his focus on work means that he has very little time left to look at his long-term financial future. Paul worked closely with Will at Corinthian, who helped him to take a step back, to look at the wider picture, his professional and personal goals and establish his Future Perfect, that will provide the framework for a bespoke financial strategy, designed to deliver those objectives.

Central to all of this is ensuring that Paul’s money works as hard as he does. With Will’s help, he now knows exactly how much to put aside each month for both his pension and his ISAs, what his current pension plan will deliver and is aware of the multiple options available to him, whether he chooses to retire at 50 or not. He also has a clear investment strategy that is reviewed during his quarterly meetings with Will, to make sure that any changes in his professional or personal circumstances are factored in. This includes using Voyant, our powerful cashflow planning software, that allows us to calculate a wide range of different scenarios, that helps to keep Paul one step ahead at all times.

Most importantly, Paul is now in control of his long-term financial security and can continue to work hard and focus on his career, safe in the knowledge that his earning potential is maximised and his investment and retirement strategies are robust and aligned with his future plans.

Prior to speaking with Will I had an objective but no understanding ultimately of how I would achieve it. Will's passion, specialism and human touch has put me in a position where I can effectively build towards my objective in a very light touch fashion, with no noticeable drop in my lifestyle.

Paul | IT Professional

Our Process

We’ve developed a simple three step process to ensure that our clients get the most of their relationship with us. Find our more about our process.