How we help

Individuals & Families

Life can be fun and rewarding, and it can be challenging too. No one can guarantee that life will be all ups and no downs, but by thinking about your life goals and creating a plan that can make them happen, you can take control of the future for you and your family.

Start Taking Control Of Your Wealth

How We Will Help

Creating a plan
for your future
Looking after loved ones
whatever happens
Helping your savings
work harder
Planning across
generations
Helping you retire
well and with purpose

Creating a plan for your future

You are not afraid of hard work, and you want to know that the effort you put in today is helping to prepare the path to the future you want.

We guide you through every aspect of planning for this outcome, making sure that your future is built on firm foundations, and giving you confidence that you are in control of whatever lies ahead.

Looking after loved ones whatever happens

Risk and uncertainty are part of life, but planning for the unexpected can help smooth out the bumps in the road.

We help you consider who and what you want to look after – from your family to your home and business – and put in place the necessary measures that can shelter them if needed.

Helping your savings work harder

Inflation increases your day-to-day living costs and eats away at your savings, and keeping your assets as cash is rarely the best way to resist this effect.

By understanding your ambitions and considering why money is important to you, we can guide you through investing in other areas and assets with the aim of gaining the growth you need and deserve.

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.  Equities do not provide the security of capital which is characteristic of a deposit with a bank or building society.

Planning across generations

Planning for the future means thinking of next week, next month, next year – but it also means looking even further ahead.

Increasingly, families need to view their assets in the context of multiple generations. As part of helping you plan for this, we discuss the ways in which you can pass on your assets to your loved ones while sheltering them from yet another layer of taxation.

Helping you retire well and with purpose

For many of us, a good retirement is a key goal, but whether or not you can achieve it depends on the decisions you make.

By taking the time to understand your hopes and ambitions for later life, we are able to help you make the right decisions at the right time.
You may love your job and not feel ready, or think it’s not possible financially to retire, whatever concerns you have, we can help shape the future you have in mind.

Let us help you

Create a secure future for you & your family

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.

Call0131 226 7193 Start your plan today

Achieving the outcomes you want

Responding to events as they happen is one way to live, but actually having a plan for the future is the best way to make sure you are on track to make your goals a reality. Some goals may seem relatively small while others will be much more significant, but either way, we will work with you to identify them and design a plan to help to bring them to fruition.

Making the right decisions

Creating your plan means thinking about the goals you have in mind for you and your family, because with clear goals we can help you make the right decisions. We understand the ways in which people make choices with their money, and can guide you towards the best course of action while avoiding the common errors that can lead to flawed decisions.

Looking after your family

For most families, peace of mind means taking care of tomorrow as well as today. When you feel confident about what is ahead, you can really enjoy those rewarding family moments and make the most of all the time you have together. Our team understands how to help families like yours create a more secure future, planning for the things you want to happen while protecting against events that might knock you off course.

Our mission is to provide clients with the guidance they need to reach their goals.