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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.
Investments
Further information on our range of investments and investment strategies.
Referral to Cash Management
Further information on gaining better interest rates for your cash deposits.
Insurance
Further information on Insurance planning, including Life and Critical Illness insurance.
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.