Our Services

Helping you grow and protect your wealth

We pride ourselves on building trusted, long-term relationships and understand that our client’s goals, aspirations and financial needs are paramount to the advice we provide.


Further information on planning for and nearing retirement.


Further information on our range of investments and investment strategies.

Inheritance Tax

Further information on Inheritance Tax Planning.

Referral to Cash Management

Further information on gaining better interest rates for your cash deposits.


Further information on Insurance planning, including Life and Critical Illness insurance.

Wills & Power of Attorney

Further information on Wills and Powers of Attorney.

Long Term Care

Further information on planning for long term care.

Business Owners

Further information for Corporate Planning, including Business Insurance and Pension Planning.

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.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.