Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. We provide a personalised Financial Planning service by working together with our clients to help secure the financial future they are looking for. Through careful planning and drawing from our experience in this field, we can work towards satisfying all your financial goals.

To meet your objectives, financial planning has to look at the complete picture.

• Expert advisers 
• A broad perspective of your situation
• A lasting relationship 
• Guaranteed advice

These are four distinctive benefits of St. James's Place approach.

Our clients fall into one of two main categories:

Private Individuals

Private clients tend to require assistance with:

• Building and preserving wealth 
• Financial protection again risk 
• Management of cash and borrowings

Corporate clients

Corporate clients have the same basic needs as private individuals but increasingly employers and business leaders are expected to take more responsibility for employee well-being. Therefore, we also assist them with:

• Corporate planning 
• Corporate pension planning
• Employee Benefits 
• Corporate Lending

Please note that Corporate Lending necessitates the referral to a service that is separate and distinct to those offered by St. James's Place.

Corporate lending in not regulated by the Financial Conduct Authority.

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.