About Us

98% of our clients either have, or would, recommend us*. 

Discover why. 

It’s not every financial planner that gets invited to their clients’ retirement parties. That we do says a lot about us, and a lot about the people who choose to make us their trusted financial partner.

We look after (and grow) investments and retirement savings of more than £300 million for our clients. But we never forget that it’s not just the value of the investment that matters; it’s what you intend to do with them that counts. That’s why, since 1999, we’ve been working hard to ensure that your savings and investments don’t just grow, but they do so in a way that fits what you want to achieve in life. 

What we do ensures you get to enjoy the retirement you imagined, protected from major market upheavals. We help you give a head start to children and grandchildren or plan the right exit strategy from your business. Should the time come, we help you manage the cost of care and we ensure more of what you leave behind goes to your family. Most importantly, we’re with you for life, so when things change - for better or worse - we’re ready to help. 

That’s why all our financial advisers place just as much focus on understanding you and your goals as they do on the technical aspects of wealth management. Because we know that it’s only by investing in you that you’ll trust us to invest for you. 

Let’s put plans in place. To begin, please call 01772 321333

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. 

* 2017 survey of 149 clients.

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