Our services

After determining your specific financial goals and objectives, and assessing your risk tolerances, we will be able to develop a comprehensive strategy tailored to your individual needs, in the following areas:

Wealth preservation

  • Inheritance Tax Planning and Trust Advice*
  • Specialist Tax Planning
  • Onshore and Offshore Investment
  • Portfolio Management Services
  • Annuities and Income Drawdown
  • Later life planning
  • Mortgages

Business Solutions

  • Corporate Advice
  • Business Assurance
  • Exit Strategy Planning**
  • Self Invested & Small Self Administered Pensions
  • Trustee Investments
  • Corporate Banking & Commercial Lending*
  • Commercial Insurance

Financial Protection

  • Family Protections
  • Specialist general Insurance

*Trusts and commercial lending are not regulated by Financial Conduct Authority.

** Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James Place.

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.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Advice and services

Find our more about the advice and services that we offer.