Who We Are

Holistic financial planning advice

Long-term Relationships

Client Protection

Wealth Preservation

Risk Assessment

Financial Independence

Some of our clients include:

– Individuals planning for retirement
– Individuals investing towards their medium and long term goals
– Individuals who want to protect what is important to them
– Business owners/Entrepreneurs
– NHS Medical Professionals, Doctors Surgeons and Dentists
– Families with complex estate planning needs

A goal without a plan is just a dream

When aiming to achieve your goals you need a clearly defined plan in mind of where you intend to be and an informed knowledge of your investments. It is our speciality to help investors with varying backgrounds, goals and aspirations to make the most of their finances and financial decisions.

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.

BNI MANDER

Business network international, President of Mander Centre in Wolverhampton

PERSONAL FINANCE SOCIETY

As a member of the PFS, High Standards, Professionalism and Trust is at the heart of everything we do

THE LONDON INSTITUTE

Recognised as a highly qualified, experienced and committed to the highest professional and ethical standards