Our purpose. Imagine a world where finance is easy to understand.

How rewarding your life would be if you can be in control and understand it simply. Our purpose is to give you that confidence to live the future you want.

We believe that many people today are under-insured, under-invested and sometimes aren’t able to grow their money as much as they could. We’re committed to working with you to address these issues. For your own future, and that of the next generation. And it all starts with a lasting relationship.

At SJP, we give you face-to-face, one-to-one guidance to help achieve your life goals. We’ll help you choose from our range of products and solutions, investing your money in a way that feels right for you.

Your experience with us will be unique to you. We strive to make your wealth an advantage that allows you to create a future and a world you believe in.

What makes SJP different?

Understanding and managing your wealth should be simple.

That’s why we make it personal. At SJP, we specialise in providing you with high-quality advice, from high-quality professional advisors, to help you achieve your life goals. This is supported by access to our leading range of investment products and services.

However, we aren’t just about investments. Discover how it feels to be at the centre of an expert network. What we offer our clients is relationship-based advice covering a range of financial needs, including ensuring you and your family are well-protected in case life throws you a curveball. Our expert advice is supported by leading investment management, and a focus on consistent, sustainable, long-term returns. If you couple this with our breadth of services, especially in the area of complex tax regulations that might impact your investment portfolio, both here and abroad, we hope you’ll agree we have a winning combination.

Your Partner works with a network of specialists to interpret investment markets, government policy, tax legislation and changes to economic factors. Together, this expert guidance will help you create a plan that suits you, which could involve additional tax planning or passing on wealth to the next generation.

Having expert advice and a detailed financial plan in place means you can enjoy peace of mind and long-term security for you and your family.

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.

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.

Let’s start a conversation

Frequently asked questions about wealth management at St. James’s Place

What types of investments does St. James’s Place offer?
Can I access my investments at any time?
Are my investments protected in the unlikely case of insolvency?
How do I get started with St. James's Place wealth management services?
What happens if my financial goals change?
What are the fees associated with St. James's Place wealth management services?