Financial planning, bespoke to you.
Ready to get started? Book your first consultation with your expert wealth adviser. They’ll take the time to understand your present circumstances, to create a bespoke report that is designed to help you achieve your goals, and make the most of the allowances and reliefs that are available to you.
What you’ll receive
- A projection of your future financial outcomes
- A plan to approach your goals in life, such as retirement
- Insights on your Tax Efficiency and Risk Tolerance
Start planning now – invest later.
There is no obligation for you to proceed, and we aim to provide valuable insight to your financial wellness, with steps to refine it.
Tools & Calculators
Need a bespoke financial plan crafted specifically for your unique requirements?
Get StartedHow Tax Efficient Are You?
Managing your personal tax with strategy and vision is key to managing your finances effectively.
Retirement Readiness Test
Retirement isn’t a distant dream; it’s a destination you’re steadily approaching.
What’s Your Financial Snapshot?
Take the money smart quiz to discover your score.
Financial Clarity Assessment
Discover your financial clarity score to see how prepared you are when it comes to personal finances and long-term security measures.
Financial Wellness Assessment
Leverage our proprietary personal finance tool to discover your financial wellness score and what that means for you and your family.
We align your financial circumstances to your goals and aspirations.
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 depends on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
