We aim to grow your investments in a simple, effective, and tax-efficient way, to help achieve your goals. This kind of personal service means we are able to provide personalised investment solutions that are right for you, and not just something ‘off the shelf’. We understand that financial planning is more about achieving your goals and your quality of life, not just the performance of your investment portfolio. 

Our business has grown largely through word of mouth and client recommendations, who value our uniquely personal approach to their finances.

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.