Our network of highly-experienced financial advisers take the time to get to know their clients, before working on a financial plan which puts the client’s immediate needs and future aspirations at its heart.
We understand that long-term success is achieved by developing trusted, face-to-face relationships. Every client receives a personal service, focussed on their own circumstances.
From investment and retirement planning to Inheritance Tax & Intergenerational planning; when a client chooses to work with us, they’re choosing almost 30 years of wealth management experience.
We believe we are excellently positioned in the wealth management market because of the strength, depth and experience of our dedicated adviser team – the St. James's Place Partnership – who draw on decades of experience to provide high-quality advice and assistance to clients, and our distinctive approach to investment management.
We're committed to the ongoing development of our products and services, so they remain relevant to you and the dynamic landscape, whilst keeping quality at the forefront of everything we do.
The St. James's Place approach to investment management only applies to St. James's Place products.
We have an array of products and services designed to help our clients get the right advice, make the best decisions and move towards their goals.
Whether looking to secure finances for today or make plans for the future, we believe we have something to suit all financial needs.