Financial planning that’s never one-size-fits-all.

At St. James’s Place, we understand that financial planning isn’t a series of one-off decisions.

Your financial needs change over time. Priorities shift, circumstances alter, and you need financial advice that is flexible and robust enough to adapt. That’s why we don’t present one-size-fits-all options or hurry you into important financial decisions. Instead, we’ll always discuss your options with you, and offer a personalised path to investment returns that can be both flexible, and sustainable.

Financial advice to last a lifetime

We don’t provide off-the-shelf solutions. Whatever life stage you are at, your financial advice needs to match your personal circumstances, your current lifestyle and the one you imagine for yourself and your family in the future.

We provide expert financial advice across the whole spectrum of financial planning needs – face-to-face and one-to-one. That’s why so many of our clients stay with us over the years and come to value their personal relationship with their advisor, as much as their expert advice.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Financial advice for expatriates in UAE

Living and working abroad brings opportunities, but also challenges.

You may worry about unforeseen financial implications, if things don’t go as planned, or the different tax jurisdiction laws. Or what would happen if you're suddenly unable to work?

For those expatriates who bring their families abroad, the worries can be heightened and the complications of managing finances in two countries can be daunting.

With many expatriate partners in our team, we understand first-hand how difficult it can be to sort out school fees, arrange healthcare plans, organise currencies, and determine tax status, and we are well-equipped to offer you personalised financial planning advice.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.

Contact our financial advisors

Financial advice for Asia and the Middle East’s most expensive cities

Our financial advisers worldwide have, on average, over 18 years’ experience in their field. 

They have lived through market and industry changes and sector transformations and are committed to lending their financial expertise to help you achieve your financial goals through sustainable growth.

Frequently asked questions about financial advisory services at St. James’s Place

How does St. James's Place personalise financial plans?
Is St. James's Place regulated by any financial authorities?
Are there any minimum investment requirements with St. James's Place?
What are the benefits of long-term financial planning with St. James's Place?
What happens if I need to make changes to my financial plan?
We’re on a mission to help the under-invested, the under-insured and the under-returned

Our team of experienced financial advisors have in-depth knowledge across a range of industries and are exceptionally well-connected. This puts us in a prime position to help and support our clients with long-term, strategic financial planning and advice.

Let’s talk