Who We Are

We can provide you with individually tailored advice in the following areas of financial planning:- Building and Preserving Capital: Investments, Pensions, Portfolio Management, Trust* & Estate Planning. Financial Protection Against Risk: Health Insurance, Life Assurance. Managing Cash & Borrowings: Mortgages, access to Commercial Lending*. It is of extreme importance for us to keep you aware of the most up to date information within all markets, by highlighting the key financial and economic issues on a regular basis. Please feel free to click on the link to the left of this page to view key financial issues and the latest views of our Fund Managers.

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

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.

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