We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of diverse financial resources. 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 strategy planning.

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.

The right investment planning can offer real opportunities to potentially grow your wealth and help to protect it against inflation.


Regardless of the life stage you have arrived at, it’s important to receive the right advice on your retirement planning requirements.

Protecting You &
Your Estate

Providing effective solutions to meet the protection needs of our clients.

We understand that running a successful business can take priority over the time spent on planning the financial security of you and your employees.
We understand that people may have little time to manage their finances as effectively as they would like.