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.

Services

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 mortgage broking 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.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Your home may be repossessed if you do not keep up repayments on your mortgage.