A Partner of St. James's Place Wealth Management

Sophie-Jane Keelaghan

Sophie-Jane Keelaghan

MSc DipPFS
I provide wealth management advice to individuals and businesses in and around the City of London. My advice is tailored to meet your personal and/or business objectives.

About

Having spent over 10 years working in London as a qualified professional, I have a good understanding of the issues which concern clients.

Most professionals are too busy or have no inclination to use their spare time to focus on their finances.

Many clients have a spread of financial products which they have taken out over time, but no overall strategy, or awareness of the likely returns from these plans.

There is rarely a strong, positive and long-term relationship in place with an adviser.

My aim is to create a highly professional service working with my clients over the long term, creating a private client financial plan tailored to their personal goals, and reviewing this on a regular basis as things change.

I provide this holistic financial planning service to the City Professionals, Financial Professionals, Private Clients and Company Directors.

I am happy to offer any advice on financial planning, so please feel free to contact me.
Sophie-Jane Keelaghan

30 Lombard Street, London, EC3V 9BQ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
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.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
I would recommend Sophie for her professional & personable approach to what can be daunting area of Financial Planning. Her advice has been invaluable, straight forward and always without any pressure.
Tom Barton | Sales Manager
Sophie has been both professional and friendly from day 1. She has understood the needs of our family and worked in a collaborative manner, providing valuable counsel whilst acknowledging our backgrounds in finance. Overall the service has been friendly, professional, on point and balanced allowing us to make informed decisions with all of the salient points covered. Highly recommended.
Paul and Sally Lake | London
Sophie has been extremely helpful by way of her excellent advice on my current financial situation and provided me with numerous options to improve it. This has enabled me to start a financial plan and set financial goals / targets that give me clarity and a good idea of my projected / future financial situation. She is very thorough and professional and a pleasure to deal with.
James Macdonald | Underwriter – War & Terrorism, London
I very much enjoy working with Sophie-Jane, she is a knowledgeable and committed advisor who has provided many valuable insights to the management of my pension portfolio.
Ms Jane Drew | Corporate Communications Executive, London
Sophie-Jane provides excellent advice with an empathetic approach- her insight into the best tailored investment plan for a novice investor is superb.
Mr Haran Maheson | Healthcare Marketing Director, Herts

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Sophie-Jane Keelaghan
Sophie-Jane Keelaghan