SJP Financial advice in Liverpool

St. James’s Place Partners are located in the centre of Liverpool, with other local offices networked throughout the city.

Our highly experienced team of qualified St. James’s Place Advisers offer clear, insightful investment planning advice designed to manage your money through every life stage and plan for your legacy.

As one of the UK’s leading Wealth Management companies, we believe in long term, face-to-face financial advice for all your decisions, from pension planning to funding long term care.

Find your local financial adviser near Liverpool

Our experienced advisers offer professional, tailored, face-to-face advice based on your current circumstances and future aspirations. Start your journey now and find a St. James's Place adviser today.

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Our Products and Services

We have an array of products and services designed to help our clients get the right advice, make the best decisions and move towards their goals.

FA
Financial advice

You don’t have to be super-wealthy to benefit from financial advice. It’s about making a plan, helping you stick to it and guiding you through life's ups and downs. So you can rest easy.

How can advice help you?
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Investments

The right investments can offer real opportunities to grow your wealth and protect it against inflation. We offer a broad range of funds to choose from, along with expert advice to help you build an appropriate portfolio.

More on Investments
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Retirement

Regardless of the life stage you have arrived at, it’s important to receive the right advice on your pension requirements. We can help you make the most of the retirement opportunities available, whether you're an individual or a business.

Retirement planning
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Mortgages and protection

St. James’s Place can offer advice on a wide range of mortgages from first-time buyers to downsizing options. We're also specialists in providing effective solutions to help you keep yourself and your loved ones safe. Whether that's with life assurance, critical illness cover or income protection.

Find out more

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 you select and the value can therefore go down as well as up. You may get back less than you invested.

Place
Address
Email
Phone Number
Liverpool Office Address
Liverpool Office Address

Liverpool Office Address

5th Floor,
Walker House,
Exchange Flags,
Liverpool,
L2 3YL

Tel: 0151 224 8700

Office details
SJP Approved 05/04/2024