• Tax year-end 2016

    1 February 2016

    Making time for tax year-end planning can go a long way towards helping secure your financial future.

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    egg timer
  • wrapped presents

    Generosity pays

    4 February 2016

    Making the most of lifetime gifting opportunities can ease an Inheritance Tax burden and help intergenerational planning needs.

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  • Will Browne

    Company matters

    4 February 2016


    In this video, Will Browne of Tweedy Browne explains that companies matter more than markets.

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  • Market Bulletin - Ornament and safeguard?

    1 February 2016 


    After a troubled opening to the year on markets, a calmer week saw the focus shift to central banks. 

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Managing your wealth

At St. James’s Place, we focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. We believe passionately that the best wealth management service is provided through personal, face-to-face advice.

Our Partners deliver that service, supported by a comprehensive range of financial solutions and a distinctive approach to investment management, which enables them to create financial plans that can adapt to your changing needs and circumstances.

Click on the chart or the button below for more information about our services.

Partnering with you

Our clients place a very high value on the long-term and trusted relationships they build with their
St. James’s Place Partner, and so do we. These personal relationships define our business.


From the latest views on investment markets to developments in taxation, retirement, and estate planning, Insights provides you with a window on the world of wealth management.

A distinctive approach

Chris Ralph, Chief Investment Officer, explains our distinctive approach to investment management, the role of the Investment Committee, and the importance of the relationships with our independent consultants.

Find an adviser

We have experienced financial advisers across the United Kingdom, providing professional and personal face-to-face advice.

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Already a client?

As an existing client of St. James's Place, we hope that you are already familiar with our unique relationship-based approach to providing wealth management advice.