• You can’t take it with you

    23 June 2017


    The UK is on the cusp of a large-scale wealth transfer, according to new research from St. James’s Place.

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    suitcases stacked up
  • Market Bulletin - Docking pay

    19 June 2017


    Rate-setters in the US and UK diverged, while Emmanuel Macron won a large legislative majority and David Davis travelled to Brussels to begin EU exit talks.

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  • Vote for your Wealth Manager of the Year

    15 June 2017


    By registering your vote, you will gain the chance to win £1,000, provided by the award sponsors.

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    voting wording
  • Worry list

    15 June 2017


    Sheldon Stone of Oaktree Capital describes the eight risks his team assesses before buying a company’s bond.

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    Photo of Sheldon Stone

Managing your wealth

At St. James’s Place, we focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. We believe passionately that the best wealth management service is provided through personal, face-to-face advice.

Our Partners deliver that service, supported by a comprehensive range of financial solutions and a distinctive approach to investment management, which enables them to create financial plans that can adapt to your changing needs and circumstances.

Click on the chart or the button below for more information about our services.

Partnering with you

Our clients place a very high value on the long-term and trusted relationships they build with their
St. James’s Place Partner, and so do we. These personal relationships define our business.


From the latest views on investment markets to developments in taxation, retirement, and estate planning, Insights provides you with a window on the world of wealth management.

A distinctive approach

Chris Ralph, Chief Investment Officer, explains our distinctive approach to investment management, the role of the Investment Committee, and the importance of the relationships with our independent consultants.

Find an Adviser

We have experienced financial advisers across the United Kingdom, providing professional and personal face-to-face advice.

Contact us

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As an existing client of St. James's Place, we hope that you are already familiar with our unique relationship-based approach to providing wealth management advice.