Advice & Services

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

Access to St. James's Place fund fact sheets, key fund information and performance data can be found here.


Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Here to support you and help to provide peace of mind in this uncertain time.

COVID-19: here to support you in this uncertain time

We will continue to update you via Insights over this period. We understand the value of information in uncertain times, and that's why we are committed to bringing you relevant, expert and rational communications on a regular basis.