You are not afraid of hard work.
But you hope that all your efforts you put in today will do some good.
For you & your family. For tomorrow.
Helping to prepare the path to the future you want.

Our team can guide you through every aspect of planning for this future you want.
Working with us, we’ll make sure your future starts off on firm foundations.
This will give you the confidence that you are in control of whatever lies ahead.

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.

Inflation affects daily living costs.
It eats away at your savings, so keeping your assets as cash is rarely the best way to stop this.

Work with us to understand your ambitions and consider why money is important to you.
We can guide you through the various investing options available to you, with the aim of gaining the growth you want.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select. 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 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.

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.