About Us

We pride ourselves on providing first class bespoke financial advice that genuinely makes a difference to peoples lives. From helping you buy your first home to helping you effectively pass your assets on to your loved ones when the time comes. From helping you save for retirement to guiding through the ways in which you can access those funds later in life. From helping your small business set up its pension scheme to helping you invest funds from a business sale and whether you are an individual or a business, helping you protect what is important to you.

We have a dedicated and experienced team with a caring approach. They all play a key role in the services offered by the practice which enables us to offer great service and to meet the needs and expectations of our clients.

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.


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