About Us

We offer a complete financial planning and wealth management service by working closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. 

Our approach ensures that we are able to provide the advice that is needed, when it is needed. 

Typically, people do not have the time or inclination to manage their financial affairs so in the first instance we will get to know you and review your current circumstances, including financial goals and concerns. We do this to agree the areas of financial planning in need of attention both in the short and longer term. 

We recommend and implement solutions as required to meet financial planning objectives and crucially, carry out regular future reviews making sure plans remain up to date.

With the quality and breadth of services and solutions available through St. James's Place, we feel that we are ideally placed to help you take control of your finances and work in partnership with you to ensure these plans evolve as your needs change.

The high level of satisfaction we provide is judged by the fact that most new clients come to us a result of personal recommendation from existing clients. 

We very much look forward to welcoming you as one of our clients.

Our services

We are able to offer a complete service in all aspects of financial planning, including the St. James's Place Investment Management Approach and advice that is fully guaranteed for your protection and peace of mind whether your priorities include:

  • Protecting your family, home or income
  • Building, preserving or passing on your money as tax-efficiently as possible
  • Investing for growth or to generate income
  • Planning for retirement – both pre and post retirement, including drawdown advice
  • Planning to mitigate Inheritance Tax

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.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.