You have a unique vision of the kind of life you’d like for you and your loved ones. With face-to-face financial advice from someone you trust, you can make that vision a reality.
You’ll have access to our range of investment products when you work with a St. James’s Place adviser. Thanks to the expert advice you’ll receive, you’ll know you’re selecting exactly the right products to help achieve the results you want.
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.
You’ll get advice and a plan tailored to your circumstances and attitudes, and what you aim to achieve. You’ll have the confidence of knowing you’re doing the right thing and are in control of your money and your future.
Make the most of your long life with the rewards you’ve worked so hard for. Whether you’re an individual or a business owner, get the specialist insight you need to design the retirement you want.
Would you like to grow your wealth? Or would you like to draw an income from the money you already have? Perhaps a mix of the two. Your St. James’s Place adviser will recommend the right products for you.
From trusts, gifts and inheritance tax planning to arranging care for yourself or a loved one, you and your family will get support and reassurance from your St. James’s Place adviser at the times when they're needed most.
You need a loan for a new car or a wedding. You’re working overseas and need to convert currencies. You’re looking for bespoke private banking or to optimise your savings. All our advice is tailed to your unique financial landscape.
Keeping a roof over your head and ensuring you and your loved ones are supported financially, if you are no longer able to work, are fundamental needs. Our advisers can guide you through the maze of mortgages and insurance.
Corporate planning, meeting obligations to shareholders, and organising employee benefits all take time. Time you don’t have as a business owner when you’re focusing on core priorities. We can help.
Greater wealth brings with it more complexity and responsibility as well as greater opportunities. As a Private Client, your key relationship is with your St. James’s Place adviser. But you also gain access to our specialist advice and servicing team.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
*Please note that these services are separate and distinct to those offered by St. James's Place.
