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, consider the following points that shape our commitment to our clients:
We give our clients confidence in their financial future by working with them to devise bespoke, complete, adaptable financial strategies that support their personal goals and their life choices going forwards. This was recognised when Amanda was named Best Woman in Financial Services in the national Best Business Women Awards 2020.
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!
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:
For more information, please read Working Together.
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:
Your dedicated experts
Our clients understand that they have an expert they can come to at any stage or with any concern, and 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 journey to confident finance.
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
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