We offer expert advice to City professionals on a wide range of areas including tax planning, retirement planning, mortgages and family protection. Our advice is based on an understanding of your personal circumstances and is tailored to meet your lifestyle and requirements. We offer the benefit of a long-term relationship to help your plans remain on track to meet your goals and objectives.

Retirement planning

Retirement planning can be complex so, regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension requirements. Whether you need to assess pension requirements for your employees, or set up your own personal pension, St. James's Place has created ways to help you make the most of your retirement opportunities.

University and school fees planning

With the increasing cost of education and university fees, there is only one sensible piece of advice to give any parent or grandparent contemplating this most important of investments - plan ahead.

We will work with you to create a bespoke school fees plan tailored to your individual situation.

Family protection

Providing protection cover in its various forms is an area we can advise on. So whether you are looking to protect in the event of death, critical illness or loss of income, we can help you to have the right policies in place should the unexpected happen.

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

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.