My core values focus upon offering an expert service of distinct quality and excellence which in turn gives financial peace of mind to discerning clients. I offer the benefit of a personalised service to meet all of your financial needs, whether you are a working professional or a business owner/director.

Our Services

Our services are there to support you to build, grow, protect or preserve your wealth for you or future generations.

• Business planning
• Retirement Planning
• Estate Planning

Our Investment Management Approach

At St. James's Place we carefully select a number of external managers of outstanding ability to manage our range of funds. To find out more please click here 'Our investment Management Approach'.

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.