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Advice & Services

From planning for the best retirement you could wish for, to structuring your finances for the benefit of all your family, we can help you unlock your wealth’s full potential.

Access to St. James's Place fund fact sheets, key fund information and performance data can be found here.

Services

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
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Discretionary Fund Management

Our discretionary and stockbroking services are for investors who have specific investment requirements or preferences, or who want to delegate control of their investments.

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Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
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Protecting you and your finances
Life insurance and protection products to help safeguard all that you hold dear.
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Legacy planning

Create a legacy that will last for years and generations.

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Repatriation

Our repatriation service helps arrange your affairs in order to aid your return to the UK.

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Corporate services

Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

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Mortgages

Selecting mortgage arrangements consistent with your wider financial plan.

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