Our reputation has been built on honest advice and lasting relationships, delivering a truly personal and unique service designed around the needs of our clients. 

We place an emphasis on listening to you and understanding who you are, where you are in life and where you want to be. We then work with you to design a tailored plan especially designed to help deliver on your financial goals, enabling you to get on with life, knowing your financial future is in hand. 

Our business is focussed on the specific needs of those who are about to retire or who have already retired. Our expertise can help you to:

• Identify and prioritise your goals and ambitions
• Gain control over when and how you retire 
• Optimise your pensions and investments 
• Minimise the amount of tax you pay 
• Not to run out of money 
• Rest easy and confidently enjoy your retirement 
• Protect your wealth for the next generation

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.

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.