Our Business

The St. James's Place Wealth Management Group specialises in delivering face-to-face wealth management advice to individuals, trustees and businesses.

As well as addressing simple and straightforward issues such as mortgages and insurance, we can help to resolve more complex problems for clients, whether it be investment for growth, Inheritance Tax or retirement planning.

In general, we provide reliable and expert advice for individuals and businesses seeking to achieve four principal financial objectives:

  • Build and preserve your capital
  • Manage your cash and borrowings
  • Protect yourself against financial risk
  • Manage your business more effectively

The Partnership

At the heart of our business is the St. James's Place Partnership — the exclusive advisory arm of the St. James’s Place Wealth Management Group.

Whatever your financial situation, your St. James's Place Partner will respond with reliable and personal advice designed to suit your own requirements.

We believe our success is a result of two fundamental principles that have underpinned our business since it began 20 years ago: the strength of the relationship between our Partners and their clients, and our distinctive approach to investment management.

Our Guarantee

An important point to bear in mind is that the St. James's Place Wealth Management Group 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.

Download the St. James's Place Corporate Brochure (PDF).

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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