About us

With the guaranteed advice and our "Best of Breed" approach, we are able to offer a complete service in all aspects of financial planning, whether your priority is to:

  • Build or preserve capital
  • Invest for income
  • Manage cash and borrowings
  • Personal protection
  • Inheritance Tax Planning
  • Retirement Planning
  • Calculate your Tax Liability

The level of satisfaction may be judged by the fact that most new clients come to us a result of personal recommendation from existing clients.

We look forward to welcoming you as one of our clients.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected, and may fall as well as rise. You may get back less than the amount invested.


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