About Us

Our clients’ requirements and circumstances will vary, but all appreciate the importance of making informed financial decisions about their future - whether that be to secure their retirement, help maximise returns from their business and investments or pass on wealth to the next generation. By taking time to understand each client’s needs and aspirations we use our expertise to guide them towards security and financial freedom. Our commitment to ethical and sustainable investments is driven by one of our core values. Our belief is that business and investments can make a powerful contribution to global initiatives.

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.