Advice and services

We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.

For full details of the range of products and services that are available to you, view our 'Wheel of Services'.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

Personalised financial planning

From retirement planning to structuring your finances for the benefit of all your family, we can help you unlock your wealth's full potential.

Investment planning

Our investment planning services are designed to help grow wealth and protect against inflation.

Retirement planning

Our retirement planning advice and services will give you the help you need to make the most of your retirement opportunities.

Protection planning

When it comes to protecting your estate, it's important that you get all the help, advice and support you need.

Banking and mortgages

We take the time to get to know you and your requirements, before helping you effectively manage your finances.

Corporate services

Running a business can be stressful. We can help via our range of services designed for the corporate world.

Intergenerational wealth management

Intergenerational wealth management enables families to use their collective wealth to support each other.

Other services

We can provide all the expert advice you’ll need. From wealth management to tax advice and legal services.


Use these calculators to help you determine more about your current or future financial position