We have a 3 pronged approach that we utilise in our approach to Financial Advice:

1. Assess your Financial Situation

2. Enhance your Financial Wellbeing

3. Safeguard your Financial Security

We focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. We believe passionately that the best financial planning service is provided through personal, face-to-face advice.

We deliver that service, supported by a comprehensive range of financial solutions and the St. James’s Place distinctive approach to investment management, which enables us to create financial plans that can adapt to your changing needs and circumstances.

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.