What We Do

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

We specialise in providing high-quality advice on many aspects of wealth management and advise clients of different backgrounds and ages.

Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.

Investment Planning

The right investment strategy is key to helping you achieve your financial goals. From growing your investments to securing a regular income from them, we’ll plan around you and your circumstances.

Retirement Planning

It’s never too early to start thinking about your retirement. There’s no better time than now to begin putting your financial plans in place.

Protection Planning

Planning for the future doesn’t just mean thinking about the good times ahead. It also means protecting yourself and your family against life’s uncertainties.

Corporate Services

Running a business is demanding, often leaving little time for concentrating on financial matters. However, we’ll help make sure they get the attention they deserve.

Employee Financial Wellbeing

Motivating and retaining your employees is fundamental to the long-term success of your business. The wellbeing of employees is widely recognised as contributing significantly to the success of a business.

Access to Specialist Banking and Mortgages

When it comes to everyday financial decisions, the options can be overwhelming. But with us on your side, you’ll know you’ve made the right choices.

Intergenerational Wealth Management

There are few things more satisfying than being able to help the whole family financially during your lifetime, and intergenerational wealth management makes it possible.

Other Services

We cover most aspects of financial planning, and when other specialist expertise is required, we have access to leading providers in a range of areas.


Try our handy calculators.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

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