Your
is our priority.
Helping you to manage your entire financial life
with an integrated approach and fully managed service.
A panoramic approach to wealth planning.
You’ve got aspirations. We’ll help you reach them.
Our approach to managing your financial life transcends traditional boundaries, offering a seamless fusion of holistic services tailored to every facet of your wealth.
From the meticulous art of tax optimisation and the strategic finesse of investment management, to the foresight of estate planning and the safeguarding umbrella of protection, we weave together a comprehensive tapestry of financial disciplines.
This integrated method ensures not just the growth but the resilience of your assets, positioning you at the vanguard of financial wellbeing and success. Welcome to a world where your financial portfolio is not just managed, but masterfully orchestrated.
Start your journeyCoordinating all aspects of your financial life – so you can focus on what’s important to you.
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.
Your blueprint
to financial freedom.
We free up your time and ensure your future is secured, creating bespoke financial plans, highly personalised and aligned to your aspirations. Delivering the truly personalised service you’d expect from a boutique financial practice, we are also underpinned by the resources and scale of St. James’s Place, the UK’s largest wealth management firm by funds under management.
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.
Discover who we help.
We build intelligent, holistic, tax efficient wealth management programmes for a select group of private clients, families and institutions.
Who we helpFor you and your family
For entrepreneurs and SMEs
For more complex cases
Is wealth management only for the rich and famous?
Discover whether you could benefit from having a financial plan.
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.
We measure success not just by the numbers, but by the lasting relationships we build.
We know wealth isn’t just money. It’s the freedom to live your life, your way.
Your aspirations matter to us, and our advisers are here to help you reach them with a bespoke financial plan. Your wealth, your goals, and your priorities, are ours too.
Boutique service, global resources.
Discover the benefits of being part of the UK’s largest wealth management firm.
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.
St. James’s Place in numbers
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
A wealth of knowledge.
Your wealth management advice and service team combines all areas of expertise to deliver an integrated service that meet your evolving needs.
That breadth of service brings in-house expertise together with access to key specialists within St. James’s Place. We’re your single point of contact, and we’re here to enable your financial freedom.
Meet Your Team
Your future is our priority
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