We provide bespoke financial advice, with expertise in the following areas…

• Investment planning and management 
• Trust* and Inheritance Tax planning 
• Retirement planning 
• Tax mitigation 
• Pension planning 
• Business, corporate and commercial advice and protection planning
• Employee benefits

We also love to live up to our name as a responsible business, by reaching out into our local community and engaging with small businesses and schools; spreading awareness of the opportunities available within the financial services sector and educating young people and professionals about finance.

If you want to hear more about our role within our community, or about our financial education programme, click the link or get in touch via our ‘Contact us’ page.

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.

*Trusts are not regulated by the Financial Conduct Authority.