Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
Read more
Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
Read more
Professional partnerships
Put in place plans to create financial clarity and fulfil your ambitions for now and into retirement.
Read more
Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
Read more
Charities
Explore the facilities that manage charitable funds for a wide range of organisations, acknowledging that every charity is different.
Read more
Entrepreneur Club
Make use of full access to St. James's Place initiative designed to help Small and Medium-sized Enterprises - the St. James's Place Entrepreneur Club.
Read more
St. James's Place logo
Copyright St. James's Place © 2025
Quick links
Get in touch
Copyright St. James's Place © 2025