Who we Help

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.

We aim to deliver our commitment by:

  • Providing personal face-to-face financial advice

  • Giving you the opportunity to review your financial affairs regularly

  • Effectively managing your investments via our distinctive approach

  • Keeping you informed of the latest news and any changes that might affect your personal situation

  • Listening to your feedback

  • Ensuring that our dealings with you are sensitive to your needs

COVID-19: Here to support you

Covid-19: Supporting you

When you live in volatile and uncertain times, should you put your long-term plans on hold?

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Exploring Intergenerational Wealth Management

Exploring Intergenerational Wealth Management

Helping families use their wealth to support each other.

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Non-domiciles

Non-domiciles

Historically, UK resident non-domiciles were allowed a special tax status.

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Business Owners

Business Owners

We specialise in providing advice to business owners so they can create financial independence.

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Company Directors

Company Directors

We advise Directors and Senior Management who often have little time to manage their own affairs.

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City Professionals

City Professionals

We offer expert advice to City professionals, investment bankers and hedge fund managers.

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Retired

Retired

Making financial plans for your future or preparing for the next generation is important.

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Private Clients

Private Clients

We specialise in meeting the financial needs of people who have created significant capital.

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Contractors

Contractors

It is important you maintain financial stability and ensure that your money is working for you.

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Medical

Medical

We have considerable expertise in advising GPs, Consultants and Dentists.

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Sports

Sports

We have experience of helping professional sportspeople to get the most from their finances.

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Ex-pats living in Spain

Ex-pats living in Spain

We help ensure that the required legal and compliance measures are met.

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Charities

Charities

We help charities create an investment strategy to meet their needs and objectives.

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Working with other specialists

Working with others

We have access to specialist advice and often work with your own accountants and solicitors.

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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.