SJP Navigating changes in your life

We all need advice on life’s journey to have the confidence to take the next step. But today, there’s fewer and fewer people you can turn to. Gone are days where you’d see the same doctor or bank manager, which can make navigating through life’s decisions challenging.

That’s where our financial advisers come in. Our financial advisers, known as Partners, provide one-to-one advice at every step of your journey to give you the confidence to embrace your tomorrow.

Plan for life ahead
Plan for life ahead

You’re at the beginning of your journey and you want to make smart decisions, but there’s a lot you want to do with your spare cash. You’re in a great position. By starting early, you can make the most of opportunities to build your wealth over the long term. Now’s the perfect time to take advice and make a financial plan.

Start your journey
Prepare for life’s changes
Prepare for life’s changes

You’re making progress and you’d like to enjoy your money, but not at the expense of your future finances. Perhaps you now have responsibility for a family too, and you’re worried what would happen if you were no longer around. You can manage all this with some help from us.

Find financial balance
Review and optimise
Review and optimise

You’re taking stock of your finances and working out how to make your money go further for the next stage of life. Whether that involves less work, a career change or travel, supporting your loved ones’ future or selling a business, we’re there to help you make the big financial decisions.

Prepare for the next big steps
Secure your legacy
Secure your legacy

You can count on us to support you through later life, including when you feel at your most vulnerable. Your priority is to preserve your wealth, provide for loved ones, manage care costs and leave a legacy in a way that matters to you. We can help.

More on securing your legacy

Real client stories

Our clients are at the heart of our business. Hear how our financial advisers have helped them navigate life’s challenges.

two men in conversation
The value of feeling financially secure

St. James’s Place client and business owner Ian Cruickshank, 42, explains how financial advice has helped his family in good times and bad.

Read Ian's story
people at beach
Making the retirement dream a reality

How one St. James’s Place client found a path towards a comfortable future, thanks to the strong relationship they built with their financial adviser.

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elderly person
Finding financial peace of mind with an elderly parent in long-term care

Thanks to expert advice, a St. James’s Place client was able to ensure his mother’s care-home fees were covered for life - and reduce a potentially huge Inheritance Tax bill.

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father and daughter smiling
Smoothing the path forward after tragedy

A protection policy taken on the recommendation of his financial adviser has enabled John Prentice to be the best dad to his young daughter after the loss of his partner.

Read their story
Louise
Trust, support and the value of financial advice in difficult times

Louise, a St. James’s Place client, tells us how her Partner helped to secure the foundations for her family’s future.

Read Louise's story
One-to-one financial advice

We believe that the more informed you are, the more prepared you are to make smart choices about managing your finances.

Find an adviser
SJP Approved 05/04/2024