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Financial planning, bespoke to you.

We align your financial circumstances to your goals and aspirations.

Book A Demo

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.

Who we help

Workplace Solutions

Often overlooked due to time limitations, we act as your financial concierge, helping you to utilise the reliefs and allowances…

Financial Services Professionals

Our Advisers are experienced in helping financial professionals with financial planning and wealth management advice. Our team is proud to…

Workplace Solutions for Private Equity Firms

Characterised by world-class financial talent and elite achievement under extreme pressure, Private Equity (PE) is a rarified sector with its…

Private Equity Professionals

Our expertise in private markets specialises in helping professionals in the private equity and venture capital industry manage their complex personal financial affairs.

UK Resident Non-Domiciled Individuals

We understand the complexity that may come from being non-domiciled and can advise on a range of tax efficient solutions to suit your financial goals.

Capital Markets Professionals

Our dedicated Capital Markets Executives Desk provides our clients with access to specialist banking and wealth management advice. Our team…

Financial Planning and Wealth Management for Senior Executives and C-Suite

We have a deep understanding of the specialist challenges faced by successful individuals, who may not have the capacity or…

Lawyers, solicitors and legal Professionals

…who require a flexible approach to financial planning that fits around their career as it develops. We provide carefully managed,…

Charities and Trusts

Apollo Private Wealth provides investment strategies that are tailored to a charity’s requirements. This is based on a complete understanding…

Entrepreneurs and Business Owners

We have extensive experience working with entrepreneurs through the different stages of growing their businesses and supporting their personal lives. Whether you are raising investment for the first time, scaling your business, exploring your exit path or considering life after exit, we will support your growth.

High And Ultra High Net Worth Individuals

We know wealth isn’t just money. It’s the freedom to live your life, your way. Your aspirations matter to us,…

Life Events

Financial Planning Pre- and Post- Divorce

We all hope that marriage will last forever, but the truth is that some 42% of marriages in England and…

First Time Buyer Stamp Duty Hike

From 1 April 2025, temporary reductions to Stamp Duty Land Tax (SDLT) thresholds will end. At present, first-time buyers are…

Paying For Private School Fees: Start Planning Early And Optimise For Tax Efficiency

More children than ever before are attending private schools for a higher quality education, smaller class sizes, more abundant resources,…

Taking Retirement Income: Tax in Retirement and Drawing Down

There’s much greater flexibility when it comes to retirement income these days, but there are also a few traps waiting…

Giving Your Children and Grandchildren a Head Start

While money isn’t the be all and end all, it undeniably offers children a significant advantage. A nest egg can…

How to pay yourself as a business owner tax efficiently

There are three primary methods through which you can pay yourself as a business owner tax efficiently. This involves withdrawing…

Outcomes & results

Explore Our Success Stories.

TESTIMONIAL

I have found Hugh extremely knowledgeable and approachable. He provides me with a strong sense of comfort and calm, especially when the markets are anything but! He is always professional and prepared and is willing to explain things to be in a clear and concise manner. I thoroughly recommend Hugh (and have done so to several of my contacts)!

Client

TESTIMONIAL

Over the past few years, Hugh has offered me very highly valuable counsel across a broad range of topics. I’d summarise his approach as a combination of a high level of knowledge and expertise in products (far exceeding mine albeit I work in finance) alongside a candid and transparent approach around what is practical and sensible whilst not giving any product a “hard sell”. I highly value what I’m sure will be a longstanding relationship for many years to come.

Client

TESTIMONIAL

I cannot recommend Hugh as a financial advisor enough. He takes a very personalised approach and his advice always has my best interest at heart. I trust him 100% and feel like that’s the most important thing when it comes to taking financial advice.

Client

TESTIMONIAL

I continue to receive top-notch guidance and attentiveness from Angelo, more than three years later – and he remains an experienced voice of reason. One of the things that has struck me the most is his extreme attentiveness to legal changes in tax, allowances, etc. and always guides me to the correct discussions with my accountants.

Client

TESTIMONIAL

Angelo Crisafulli and his colleagues have been acting as my personal financial advisers for a number of years. I am an investment banker by background and now work as a partner of a specialist advisory boutique in the renewable energy sector. I have been consistently impressed by the quality of service and the personal dedication shown by Angelo and have every intention of continuing to use his services in the coming years.

Client

TESTIMONIAL

Ashley has provided and still is providing an excellent service with friendly personable engagement. Helping logically and informatively from formulating through to executing on retirement planning and financial matters, provided a 5 star service. If asked for a recommendation I would highly recommend.

Client

TESTIMONIAL

Michael provides a “Rolls Royce” level of service and support which leaves me feeling informed without being overwhelmed. I’m confident that my pension is in safe hands.

Client

TESTIMONIAL

Dealing with Michael has been a pleasure from day one. He has been very informative, always prepared and very transparent and has made me and my family feel at ease and well looked after. His charming personality surely helped, but what we are fond of is his knowledge of markets and the platform he represents and the fact that all our questions have always been promptly and thoroughly answered. Our experience has been extremely positive and we would recommend him highly.

Client

TESTIMONIAL

Michael has provided us thoughtful, sensitive, and supportive guidance on the structuring of our portfolio over the last couple of years. He is personable and highly responsive and has built a trusted relationship which has been instrumental in building confidence in our long-term finances and foundations for the future.

Client

TESTIMONIAL

Michael is a pleasure to work with. He is also very responsive and good at finding time when a discussion would be helpful. He is proactive about reaching out to catch up. He is very much an expert and gives clear and focused advice which it is easy to action.

Client

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.

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Who We Help

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Financial planning, bespoke to you.

For those who
value their time.