Our Resources For You

Client Centre

Providing the best digital tools is part of our commitment to giving you a great service.

Please find the ways to access your wealth account, documents and cashflow below.

Client Centre Links

If this is the first time you are trying to access these resources, or are having any issues, please be sure to contact the team by calling 01312267193.

*St. James’s Place preferred provider of Cash Management services.


Please note that clicking a link will open the external website in a new window or tab. Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, product or services by us or St. James’s Place.

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We are based in Edinburgh, famous for its history as a centre of financial services.

Our beautiful offices on Rutland Square are adjacent to Princes Street Gardens in the heart of the city.

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