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The St. James’s Place Wealth Management Group specialises in delivering face-to-face wealth management advice to individuals, trustees and businesses.

As well as addressing simple and straightforward issues such as mortgages and insurance, we can help resolve more complex problems for clients, such as investing for growth, or income, or retirement planning.

Our relationship-based advice service means that we are committed to helping you manage your wealth in a way that reflects your personal circumstances. Putting you firmly at the centre of everything we do is core to our culture and enables us to run a genuinely client-focused business.

If we do this well, we believe that, not only will you remain a client, but that you may also become an advocate for the company.

We provide trusted and expert advice for individuals and businesses seeking to achieve four principal financial objectives:

  • build and preserve your capital
  • manage your cash and borrowings
  • protect yourself against financial risk
  • manage your business more effectively

Your home may be repossessed if you do not keep up repayments on your Mortgage.

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.