Our wealth management services

Whether you are looking for guidance on specific wealth management services, or are unsure about what support you need, our advisory services can help you at every stage of your life journey.

Investment planning

Creating and maintaining the right investment strategy is vital, whether you want to invest for income, growth or a combination of the two. Our quality advice, comprehensive investment solutions and ongoing guidance can help you achieve your financial goals.

Retirement planning

With life expectancy increasing, the retirement landscape is now very different from that of previous generations. It’s therefore more important than ever to make sure you are saving enough for the retirement lifestyle you want.

Protection planning

Protection is about more than simply buying a life insurance policy – it’s about effectively riding financial shockwaves and optimising the effectiveness of your wealth for the next generation.

Access to specialist banking and mortgages

Holding adequate cash reserves is important, and offers reassurance when facing unexpected expenses, or for major purchases such as buying a new home. Whatever your timescale for borrowing, we have flexible lending facilities for private clients, corporate clients and trust structures.

Corporate financial planning

Running your own business can be challenging and it’s not always easy to identify the route to success. Access expertise and support for your business to drive it to the next level, or prepare it for your exit.*

Financial Wellbeing

Invest in the future growth and success of your business with a programme that nurtures the financial and mental wellbeing of your workforce, by enhancing your employee benefits.

Estate planning

How can your wealth work harder for your family? Intergenerational wealth management helps families use their wealth more collaboratively to support each other, while providing estate planning and tax mitigation opportunities.

Tax planning

Navigating the UK tax system can be difficult. The more tax you pay, the harder your investments need to work to achieve your financial objectives. We can help you gain the full benefit of your hard-earned assets, whether you are building your career or looking to the future/planning for retirement.

Get in touch

We take time to understand what’s important to you and act as your financial coach, providing expertise when you need it and guiding you to towards the retirement you deserve.

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.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.