About Us

Financial planning is not just about your money, it’s about what’s important to you. We can help you achieve what you want from your life by providing you with a comprehensive, high quality and consistent financial planning service that is completely centred on you and your goals.

We know the positive impact a clear financial plan and strategy can have — it can help change lives, it helps you make smart decisions, and it gives you peace of mind.

It provides a reassurance that only comes from a true understanding of where you are today and where you are going tomorrow.

We are here to help turn the uncertain into the more certain. Though we can’t predict the future, we will work with you to make sure you are in control and will help you make the best use of your assets, investments and tax position.

We want to help you achieve a financial strategy for life.

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 is generally dependent on individual circumstances.