Our client’s needs are different. Throughout many years of helping people with their financial affairs, we have developed an approach that is relevant to a full range of needs and professions, including:

• Doctors
• City professionals
• Business owners
• C-suite execs

We continue to provide guidance and clarity for people of all ages along the 100-year life span we must all be aware of today. There isn’t much we haven’t seen or provided guidance on, be it school fee planning for the early years to covering the cost of care for the final stages of life. We offer an intergenerational service, often spanning three generations.

For ambitious professionals to the newly retired, we work in the City of London and accommodate all the key relationships in planning for the future. 

We also assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors and shareholders or key employees, tax planning and aspects of exit strategy planning.

We work closely with your existing advisers and professionals where appropriate and can engage other specialists and experts as needed. Our structured advice process is designed to help our clients make informed decisions and avoid costly errors. The overriding aim is to establish and maintain trusting and mutually beneficial relationships over the longer term.

The value of an investment with St. James's Place may fall as well as rise.  You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time.  Tax relief is dependent on individual circumstances.

Some services we recommend may involve the referral to a service that is separate and distinct to those offered by St. James's Place.