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Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, we can help with this.
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Retirement planning advice
St. James's Place has a fresh approach to retirement planning with the help of our Investment Committee who's role is very simply to “manage the fund managers” on behalf of our clients.
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Company directors
We excel in catering to the financial requirements of those who have created more capital or who earn higher incomes.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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City professionals
We can offer expert advice to City professionals across a range of financial planning matters.
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Sports professionals
Sports professionals understand that their careers can be short and that wealth should be nurtured and protected. We can help.
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Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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