Wealth management and financial advice from St. James's Place

Wealth Management

At St. James’s Place we offer wealth management advice to individuals, trustees and businesses, which is specifically designed around their individual circumstances.

Your St. James’s Place Partner will take the time to get to know you and your requirements, offering sound and trustworthy financial advice that adapts as your needs change over time.

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.

What are our charges?

Unit Trust/ISA Charges

Investment Bond Charges

Pension Charges

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    Investment planning

    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.

  2. Retirement Planning

    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.

  3. Protecting You & Your Estate

    We are specialists in providing effective solutions to meet the insurance and protection needs of our clients. Whether you require life cover or advice on Inheritance Tax, your St. James's Place Partner will offer the right advice to suit you and your family.

  1. Advice for Businesses

    We understand that the pressures of running a successful business can take priority over the time spent on planning your, and your employees’, financial security. Through our Partnership, your business can benefit from expert advice in every area of corporate financial planning.

  2. Banking & Mortgages

    Careful planning can determine your financial well-being both now and in the years to come. That’s why at
    St. James's Place we take the time to get to know you and your requirements, so that we can find the right solution to make your money work harder for you.

  3. Other Services

    We can either help or introduce you to our strong network of professional connections, should you require advice in more specialist areas of wealth management.