What We Do
From retirement planning to structuring your finances for
the benefit of all your family, we can help you unlock your
wealth’s full potential.
From retirement planning to structuring your finances for
the benefit of all your family, we can help you unlock your
wealth’s full potential.
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.
The right investment strategy is key to helping you achieve your financial goals. From growing your investments to securing a regular income from them, we’ll plan around you and your circumstances.
It’s never too early to start thinking about your retirement. There’s no better time than now to begin putting your financial plans in place.
Planning for the future doesn’t just mean thinking about the good times ahead. It also means protecting yourself and your family against life’s uncertainties.
Running a business is demanding, often leaving little time for concentrating on financial matters. However, we’ll help make sure they get the attention they deserve.
Motivating and retaining your employees is fundamental to the long-term success of your business. The wellbeing of employees is widely recognised as contributing significantly to the success of a business.
When it comes to everyday financial decisions, the options can be overwhelming. But with us on your side, you’ll know you’ve made the right choices.
There are few things more satisfying than being able to help the whole family financially during your lifetime, and intergenerational wealth management makes it possible.
We cover most aspects of financial planning, and when other specialist expertise is required, we have access to leading providers in a range of areas.
Try our handy calculators.
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 selected and the value can therefore go down as well as up. You may get back less than the amount invested.