Helping individuals and businesses
meet their financial ambitions
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How can we help?
Help you to make your money work harder
We will work with you to develop an appropriate investment portfolio to match your plans. This will be tailored to your attitudes, current circumstances and what you are aiming to achieve in the future.
Protect What Matters
Take care of yourself, your family and your business for peace of mind today and tomorrow. We are specialists in providing solutions to meet specific insurance needs, including the protection of companies and the people who own and manage them.
Support Other Generations
Nurture your family now and in the future. From supporting younger members in buying their first home, achieving an education or having their dream wedding, through to assisting older generations in later life. We can help your money work for those you love.
Manage Cash & Borrowing
We know time is precious for managing finances. Partnering with top financial institutions, we offer quality products like mortgages and cash management with high service standards.
Retirement
Make the most your retirement with the rewards you’ve worked so hard for. Whether you’re an individual or a business owner, we can help you with strategies beyond straight forward pension planning.
The Client Journey
Giving great financial advice is all about communication. The more we know about you, the better the planning and the greater the reward. We offer a wide range of services for our clients – from investment management to retirement planning or passing on wealth. No matter what you want to achieve, it begins with a conservation. It may take several meetings before we know enough about you to advise on the appropriate course of action and before you know enough about us, to want to become a client.
Together, we’ll sit down and talk things over.
Giving great financial advice is all about communication. The more we know about you, the better the planning and the greater the reward. We offer a wide range of services for our clients – from investment management to retirement planning or passing on wealth. No matter what you want to achieve, it begins with a conservation. It may take several meetings before we know enough about you to advise on the appropriate course of action and before you know enough about us, to want to become a client.
Discovery
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Your home may be repossessed if you do not keep up repayments on your mortgage.
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.