Help and support
Life doesn’t always turn out the way that we planned.
Things can change quickly, so if you experience a life-changing or challenging event which has an impact on your situation, please speak with us as soon as you can.
There is a range of support available to you, and together we can make a plan.
We offer financial advice to our clients throughout their lives and beyond. So when circumstances change, we can offer practical and sensitive advice as soon as it’s needed.
Importantly, if you don’t see your particular circumstances here, please do get in touch to discuss your needs.
Critical illness, diagnosis and loss of income
You never know what’s round the corner – a sudden physical or mental illness or injury can feel completely overwhelming.
Financial fraud and online security advice
We take our responsibility to look after your money, information and privacy seriously.
Bereavement
At challenging times, we can give clear, practical advice on how to deal with probate, estate, and funeral expenses.
We will discuss with you and your family how this may alter your own longer-term goals and tailor our advice to any changes. At this difficult time, we recommend you inform us of your loss as soon as possible.
Relationship changes
When a long-term relationship breaks down and you separate, you may need to reassess your financial future and your own life goals. You will want to make the best choice for your children, preserving investments to safeguard their future.
We will offer as much practical advice and support as you need to get you back on solid ground, whether it’s as immediate as opening a separate bank account, to the division of assets, pensions or financing maintenance payments
Find an adviser
Our experienced advisers offer professional, tailored, face-to-face advice based on your current circumstances and future aspirations. Start your journey now and find a St. James's Place Partner in your local area.
