Our financial advisers are fully qualified as you would expect, specialising in various areas of financial advice, providing a wealth of knowledge and experience of the markets. Our advisers are assisted by an experienced Partner Support team. You can therefore have peace of mind that you are in safe hands.

The financial services industry is relatively straight forward but is shrouded in words and acronyms which make simple concepts seem more complicated than they actually are. We deliver our advice in a manner which cuts all the jargon down to size and makes it simpler to understand. We then back this up with a promise of minimum service standards; designed to give you the information you need when you want to receive it.

Our advice will only be delivered once we have had an opportunity to discuss whether we are able to assist you with meeting your financial needs and objectives. During this meeting we will outline what we can do for you and discuss with you your circumstances so that we can then prepare our recommendation report. We will then meet again to discuss the recommendations that we have made, confirming and discussing why these recommendations are appropriate.

We offer advice on a range of personal and corporate financial planning issues such as:

• Life Assurance Pension Planning 
• Investment Planning 
• Health Insurance 
• Mortgages 
• Group Pension Planning
• Corporate Protection 
• Trustee Services

But, what makes us so different?

All of our financial advisers have more than 10 years industry experience and therefore know the market inside out. All are fully qualified and some specialise in certain areas. If there is a particular area that you need help on then please let us know so that we can match your needs to a specialist in that area.

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.