We can provide you with personalised advice for retirement planning, protection needs and investment opportunities that are tailored to your individual circumstances and future goals. 

We assist businesses in the increasingly complex area of corporate financial planning, providing guidance on retirement planning, protection for directors, key employees or shareholders, tax reliefs, and aspects of exit strategy planning.

Our long-term relationship, together with regular reviews of your financial situation will strengthen the positive outcome for you and your family.

Mission Statement

With the aid of a confidential plan, we provide a truly holistic lifelong approach to financial planning and management.

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.