• Established in 2009, we’ve proudly supported families, individuals, and business owners with comprehensive financial planning.
• Focused on delivering quality advice that provides peace of mind, clarity, and confidence – both now and for the future.
• Our growth has been entirely organic, built on trusted networks, client referrals, and strong professional connections.
• Renowned locally for our technical expertise. We have expanded into a dedicated team, committed to a people-first approach.

Some of the value-added work we deliver during our clients lifecycle:

• Inheritance Tax, Trust & Generational Planning 
• Aspects of Business Owner Exit Planning 
• High Net Worth Individuals 
• Executive Planning 
• Large Investment Reviews
• Accumulation Phase Budgeting and Cashflow Analysis for Individuals with a Committed Long Term View Towards Investing 
• Portfolio Planning 
• Protection Planning
• Help maximising Tax Allowance 
• Protecting assets from various life events and means tested state benefits
• All other aspects of holistic financial planning.

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. The value of any tax relief is generally dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.