Our aim is to safeguard and maximise your wealth through our personal service, diversified approach and continuous contact. In an age of predominantly digital communication, we still like the old fashioned approach of getting to know you personally. This allows us to fully understand your financial and lifestyle goals, thus ensuring we tailor our bespoke investment application to your needs.

We pride ourselves on being highly effective wealth managers with an in-depth knowledge and understanding of the issues you may face on your financial journey. We provide a wide range of services whether you are looking to grow or preserve your wealth. We know that this can only be achieved through effective product selection and a consistent client service.

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.