Personalised financial planning and wealth management

Individuals ‍

We provide essential support and advice to help you financially plan, not just for today but for tomorrow. We are proud to serve all corners of our communities, working with all clients, each with their own financial story. 

Our personalised approach means we can offer you an unrivalled bespoke wealth management service. Through financial planning tailored specifically to your requirements, combined with expert investment management advice, we help you build a financial strategy centred entirely around your objectives.

Whether you are new to wealth management or want to refresh your current financial plans, whatever your circumstances, we work with you to build you a financially stable future. Our services are each shaped around your short, medium and long-term goals.

We save today, we invest in tomorrow and we plan together.  ‍

Businesses‍

Behind every business is a person. A person we are here to support. 

In a world where corporate financial planning is forever evolving, we are here to help you grow and protect your business, while ultimately working with you to achieve your financial goals. We pride ourselves on being able to provide an end-to-end service, with our expertise extending from bespoke workplace pension advice to protecting your directors, employees and shareholders, as well as supporting you with group insurance and business tax.

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.