Our clients are based throughout the UK and we serve over 3000 private and corporate clients with funds in excess of 150 million pounds under management.
Our team of highly experienced and qualified advisers specialise in different disciplines and are supported by qualified support staff using excellent systems and processes. Our focus is to make it simple for our clients to manage their wealth more effectively.
We have significant depth and breadth of expertise across all wealth management disciplines. Our insights, gleaned from more than 25 years of trading, coupled with the resource, expertise and governance provided by St. James’s Place Wealth Management enable us to help successful entrepreneurs, families, trusts and foundations grow, preserve and manage their wealth.
Wealth management gives the security and help to protect what you and your family have worked for. The advice that we provide is much more than just a specific financial step that needs to be taken – it’s about how you approach and structure the options available to you.
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.