An Associate Partner of St. James's Place Wealth Management

Una King

Una King

I aim to educate my clients about financial planning and help them to design a plan to achieve their goals. This plan will suit their appetite for risk whilst taking advantage of tax breaks available to them.


Building up and maintaining capital for the future is surely something we all want to achieve in life.

How easily we can build that capital may well depend upon our family circumstances or our choice of career or simply how disciplined we are about saving for the future.

Growing and maintaining our wealth is then down to how well we manage our investments and how often we review our circumstances. It is vital that we understand the balance between risk and reward whilst keeping a keen eye on insuring against unforeseen circumstances such as premature death or illness that will have an effect on our family finances.

We are passionate about helping people plan for their future. No one likes uncertainty and if you haven’t put plans in place to secure your future, that’s exactly what you face. Many people don’t know what pensions they have, what they are worth, and are not sure how to manage their savings in a tax efficient and profitable way.

As an Associate Partner of St. James's Place, I help people take their heads out of the sand and plan for their future in a way that is right for them. Whether that is tracking down your pensions, guiding you through the investment process or helping you put together a Will*, I can help you not only manage your future in an efficient way, but understand it too.

I pride myself in maintaining long-term relationships with clients and I believe that successful financial planning is about finding a trusted adviser to whom you go to for all things financial throughout your life and career.

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.

The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.

*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.

Advice & Services

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

Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
I was recommended Una via a solicitors firm dealing with a probate case and three high value child's trust funds. Una was very friendly and helpful from the start, going the extra mile to get things organised, and explained everything thoroughly. Una has even assisted with issues not linked to the t...
Nick Gale |Bristol
I have worked with Una for a number of years now and she has patiently helped me to untangle my pensions and to explain what is going on with them. She has worked with me to move them to one fund and is continuing to work with me with regard to my future needs in retirement. She talks to me about ta...
Robert El-Hawary |Business Owner, Maidenhead
Providing professional trustworthy advice and keeping us on track when life gets in the way, we feel secure in the knowledge that Una is keeping a watchful eye over our investments. Her particular expertise in pension planning has given us the confidence to believe we can achieve the enjoyable retir...
Claire Ford
Una always provides sound advice and follows up with an email which is thorough and easy to understand. She is always friendly and caring, and combines this with a professional approach at all times.
Ian Thiele |Retired, Merstham
I can't overstate how helpful Una has been in helping me on my financial matters. Her advice has been spectacularly useful and she followed up on all queries and always knows who to go to for advice. I am extremely happy with how St. James's Place have looked after me and confident that I will be we...
Richard Bickerton |Buying Manager Waitrose, Wokingham
I met Una at an event which was promoting a review of pensions and pension planning. I was struck by Una's passion for getting an understanding of pensions as a result of her own decision to get up to speed with pensions and the future. I found Una helpful, reliable and honest in the best approach t...
Hayley Reynolds
From the first meeting Una put my interests first and by helping me move my portfolio around I was able to achieve my goal of taking early retirement. She also found £120k which I didn't know I had. This has now been invested to further bolster my pot. I have no hesitation in recommending her to any...
Derek Chivers |Solutions Developer, Bracknell
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
I am delighted with the help, guidance and expertise Una has given me with regards to my pension plans, and feel that my finances are now in order. I look forward to her invaluable support for many years to come and would confidently recommend her to anyone.
Nicola Grange |Packaging Development Manager , Bracknell, Berks

Insights and E-Briefing Service

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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.


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 The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Una King
Una King
07500 931773