Planning for a secure future for yourself, your family and your business is one of the most important steps you have to take in life. We understand Financial planning is very personal and unique to you, so we build a long-term relationship with you; a partnership where we take time to listen, understand, and to get to know you and where we’re always available for help and advice. 

Together we’ll prepare a comprehensive financial plan, so you’ll have a roadmap of where you are going and how you aim to get there. We will help you have the right plans in place towards meeting your financial goals. 

Some of the key areas we focus on are: 

• Retirement Planning
• Mortgage Advice
• Onshore & Offshore Investments
• Review & Management of Existing Investments & Estate Planning Trusts*

In an ever changing world it’s essential to regularly review your financial position and take advantage of any opportunities in the market, legislation and tax law. Especially when circumstances change: Be it starting a family, changing jobs, running your own business or receiving an inheritance, a review of your financial goals is crucial. 

Based on core values of excellence of service and integrity, We will provide you with wealth management solutions that satisfy your needs both now and in the future. 

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 are not regulated by the Financial Conduct Authority.