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Financial planning, bespoke to you.

We align your financial circumstances to your goals and aspirations.

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Who We Help

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 and auto-enrolment products are not regulated by the Financial Conduct Authority.

Entrepreneur Club We work in conjunction with an extensive network of external growth advisers and SME specialists who have been carefully selected by St. James’s Place. The services provided by these specialists are separate and distinct to the services carried out by St. James’s Place and include advice on how to grow your business and prepare your business for sale or exit.

WHO WE HELP

For those who
value their time.

The advice you receive needs to be as individual as you are, designed to fit around your lifestyle and professional interests.

We build intelligent, holistic, tax-efficient wealth management programmes for private clients, families and institutions, appreciating that our clients often have different motivations and ambitions.

These can be far-reaching and complex, but always unique. How you create your wealth impacts how we manage it.

Backed by experience, we recognise and respond to the subtleties in your financial life – putting you on track towards financial security, control and freedom.

For those who don’t have the time, inclination or expertise to manage every element of your financial life – we’ll take it from here.

Seeking a tailored financial strategy?

Schedule a consultation with one of our experienced advisers to comprehensively assess and map out your specific financial requirements.

This personalised meeting is an opportunity to delve into your unique financial situation, discuss your goals, and develop a tailored strategy that aligns precisely with what you need for achieving your long-term financial aspirations.

Should you require more information or have particular questions, we invite you to contact us at your convenience.

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