We aim to be your trusted partners in creating clear financial solutions.

Our philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendation by existing clients.

In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place Group products on offer. We believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect.