Planning for a secure future, we firmly believe, is one of the most important steps you will take. Changes in your circumstances will require you to regularly review and act upon your financial situation.

Please click below to obtain further information on some of the services we provide:

Investment Planning

Investing for Income

Planning for Retirement

Protection Planning

Inheritance Tax

Corporate Services*

We develop long-lasting relationships with our clients and in doing so we help them and their families achieve their personal and business goals. Please take a minute to look through our website, where you will find our overall wealth management services and expertise explained.

We very much look forward to building a professional and valuable relationship with you in the future.

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.

*May include products and services that are separate and distinct to those offered by St. James's Place.