Our expertise covers the broad spectrum of financial planning and will help you to:

• Grow your wealth, specifically through the St. James's Place distinctive approach to investment management
• Preserve your assets for long-term financial security
• Arrange adequate protection for you, your loved ones and your assets
• Effectively manage your capital and borrowings

In addition to providing clients with the financial planning that they require to meet existing needs and fulfil future aspirations, we pride ourselves on keeping our clients abreast of market happenings and events that could affect their financial future.

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.

We provide a personalised wealth management service by working together with our clients to help secure the financial future they are looking for. Through careful planning and drawing from our many years' experience in this field, we can work towards satisfying all your financial goals.

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.