Working Together

Our emphasis is to maintain long-term relationships with our clients, the large majority of whom choose to continue working with us indefinitely, appreciating a source of trusted advice as their financial needs evolve over the years.

We do this by aligning how we will work together, collaboratively defining their life and financial goals, then actioning a strategic plan to realise them – ultimately empowering our clients to feel confident about their financial future. There is a process of continual review and refinement to make sure their financial plan supports their changing circumstances and ambitions.

Understand more about our approach

Find out how we work with our clients to help them gain financial confidence by visiting our YouTube channel. 

How we can help 

Examples of the specialist advice and services that we can provide for you: 

  • Advanced Tax and Investment Planning 
  • Trust and Estate Planning 
  • International Investments 
  • Pension Fund analysis 
  • Self-Invested Personal Pension Plans 
  • Income Drawdown Schemes 
  • Small Self-Administered Schemes (SSASs) 
  • Protection Panel, providing cover in the various forms of life, critical illness and disability solutions 
  • Specialist Insurance for high value property and businesses 
  • Portfolio Management 

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. 

Trusts are not regulated by the Financial Conduct Authority.