Your path to financial wellbeing is all about having the confidence, certainty and clarity to create the future you want – with the help of expert financial advice.
We believe there are three key elements when it comes to financial wellbeing: building confidence, achieving your goals and creating a world you believe in.
Find out more about each one below.
Build confidence and control
With the help of expert advice, you can take charge of your financial future and create the best version of yourself.
Helping to achieve your goals
By building a long-term relationship with you, we can help you make better-informed financial choices to help you fulfil your aims. Here’s how.
Getting to know you
Seeking financial advice can seem daunting. Our Partners will do their best to make it as easy and rewarding as possible, giving you greater control over your financial future.
Preparing for a 100 year-life
Many of us will live to be centenarians and we need to plan our finances accordingly. But whatever path your life takes, here’s how expert advice can help you achieve your goals.
Create a world you believe in
You can use your money to drive real change, in the areas that matter the most to you. Here’s how.
Making your finances a force for good
Five ways your money can help to build a better future for you, your loved ones, society and the planet.
Investing responsibly
Responsible investing is about using money as a force for good, by taking environmental, social and corporate governance (ESG) issues into consideration to create a better future for all. Learn more about how we’re helping clients to achieve financial wellbeing in a world worth living in.
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.