Do you think your money is working as hard for you as it could be? Are you wondering about your financial plan in retirement? Or whether your hard-earned money is protected for your family in the future? If any of these questions seems relevant, then our expertise may be right for you. 

To discover why our bespoke, specialist solutions can help you realise your long-term financial goals and live your best possible life, consider the following points that shape our commitment to you: 

Financial confidence 

We give you confidence in your financial future by working with you to devise bespoke, complete, adaptable financial strategies that support your personal goals and life choices going forward. This was recognised when Amanda was named Best Woman in Financial Services in the national Best Business Women Awards 2020 and a VouchedFor Top Advisor 2021-2022.

Pensions specialists 

We specialise in working with senior managers and professionals, particularly in the areas of Retirement Planning, Investment Planning and Estate Planning. This means that we are able to offer solutions for complex situations. 

We are Pensions experts and can provide advice for all types of pensions. If you feel mystified by your pension, rest assured that you are not alone! Even senior financial managers often confess they don't really understand their pension options – until they work with us. 

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.

Our values

Whether you have something requiring immediate attention, or you want to develop an effective plan for the medium to long-term, our approach is the same, and is based on these core values: 

• Long-term partnership
• Integrity 
• Trust 
• Intelligent solutions 
• Service excellence

For more information, please read Working Together.

Personal service

We pride ourselves on offering a high level of personal service that is rarely seen in today's financial marketplace. Our clients often say that we really know them, their families, their circumstances and their goals. We proactively monitor their plans to help them remain on track and incorporate changes as and when required, offering regular review meetings. 

Your financial journey 

As your life changes, you may face different situations that require financial planning. The following are all key life triggers that provide an ideal prompt to review your finances, which we can help with: 

• Starting a family 
• Changing jobs 
• Being made redundant 
• Selling a business 
• Selling a property 
• Planning for school or university fees 
• Getting divorced 
• Receiving an inheritance or annual bonus
• Approaching retirement

Your dedicated experts

Our clients understand they have an expert at hand at any stage or with any concern. They know that we are going to be proactive in looking out for their best interests. If that sounds like the kind of financial planner you'd like to have in your corner, we'd love to hear from you.

Start your journey to financial confidence 

Not sure how to start financial conversations with your partner? Don’t understand your pension? Want to understand how to pass on your wealth tax-efficiently? Our YouTube channel is full of tips to help you start your financial journey.

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