A holistic approach

We advise on many aspects of wealth management, helping individuals of widely differing resources or life stages. This includes access to the exclusive range of St. James's Place products which offer many important benefits. Perhaps the most remarkable is the distinctive and highly successful approach to investment management.

We are also able to assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the loss of a key Director.

  • Investments
  • Lifetime Mortgages*
  • Mortgages
  • Business Protection
  • Income Protection
  • Portfolio Management***
  • Later Life Planning
  • Employee Benefits
  • Pensions in Divorce service
  • Personal & Corporate Tax Planning
  • Trust and Estate Planning**
  • Private Medical Insurance
  • Critical Illness
  • Retirement Planning
  • Life Assurance
  • Business Exit Strategy***
  • Inheritance Tax Planning
  • Trustee Investment Planning

Whatever your circumstances, we can create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.

*For the features and risks associated with a lifetime mortgage, please ask for a personalised illustration.

** Trusts are not regulated by the Financial Conduct Authority.

***This may involve a service that is separate and distinct from those offered by St. James's Place.

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.

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