We provide a wide range of services to individuals and business owners to help meet future financial goals.
Our core philosophy is to put our clients at the core of everything we do. We take the time to get to know our clients to ensure we provide the best solutions to meet their future needs.
We understand that finances can be complicated and sometimes daunting. We aim to provide a peace of mind with our personalised service that is tailored and unique.
We are dedicated to building long-term relationships with our clients to ensure we continually provide quality trusted advice as time evolves over the years. Our ultimate aim is to work alongside clients to maximise opportunities to achieve a secure financial future for them, their loved ones and their business.
Our specialties include:
- Retirement Planning
- Investment Planning (Onshore and Offshore)
- Inheritance tax planning
- Mortgages – Residential and Commercial*
- Personal and Business Protection
- Business planning - group pensions, employee benefits, shareholder and key man insurance
Our clients value our simple and relaxed approach with a high level of professionalism and trusted expertise.
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.
Commercial mortgages are not regulated by the Financial Conduct Authority.