Our approach is to always put you and your finances first. This is at the heart of everything we do – a complete service of the highest quality, professionalism and expertise covering all aspects of wealth management across the UK. 

Trust and mutual respect are intrinsic in our relationship, so we take time to get to know you because it is crucial to understand your unique set of circumstances, aspirations and attitudes to give you the best possible financial advice. At the same time, you get to know us - the sort of people we are, do you feel comfortable with us and do you feel confident in putting your financial wellbeing in our hands?

Together we aim to build trustworthy relationships that will benefit you and your family not only today, but in the future. In partnership with you, we will create a precise financial plan with a clear path toward meeting your financial goals.

It doesn’t end there.  We will be beside you every step of the way, actively monitoring your assets and investments and recommending expert amendments as and when appropriate.

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.