Our aim is to become your trusted Practice and provide you with a long-term relationship showing integrity and excellence. 

We believe that our service is unique, due not only to the personal and confidential service we provide in managing your wealth, but also in enabling you to achieve life goals through structured management of your finances. 

We can provide individually tailored advice in all areas of financial planning, including: 

• Building and preserving capital: Investment planning, pension & estate planning. 
• Financial protection against risk: Life and critical illness, health insurance, inheritance tax. 
• Managing cash & borrowings: Mortgages. 

We take time to really get to know our clients before offering advice. We provide clients with a bespoke, high level personal service that is rarely seen in today's financial market place. The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendations by existing clients. 

We aim to keep clients aware of the most up-to-date information within the markets; providing the e-briefing service is just one example of how we achieve this. We are also able to provide quarterly copies of The Investor, the St. James's Place magazine on request. 

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 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 and are generally dependant on individual circumstances.