Putting you in control 

Financial planning is for everyone; whether you want to start investing, are looking to save for your first home, or plan for your retirement. Our aim is to empower you with the knowledge and tools you need to make better financial decisions that give you peace of mind. 

Personalised service

We get to know you, and your hopes and plans for the future to enable us to provide a personalised solution to help you achieve your financial goals. 

Don’t have any goals yet, but want to be in control of your finances? We can help you work through what is important to you financially now and in the future, and create a plan on how to get there together. 

As your life moves on and circumstances change, both good and bad, we are always available to review things and make any changes to your plan. 

For our commercial clients we really get under the skin of your business to understand your needs. Effective planning is key, especially as your business grows and the finances start to become increasingly complex. 

We can help you put the right plans in place that will help to build your financial security over the longer term. 

Running a business can be stressful. We will ease some of the pain with our range of services designed for the corporate world. Learn more here. 

Flexible approach 

We understand our clients have busy lives and financial planning can often feel like another thing on a long to-do list. We make it as easy as possible to reach out to us. You can contact us by phone, Whatsapp, e-mail, or in person at one of our 3 offices in London, Henley or Theale. Our online services allow you to access all your wealth investments in one smart place - giving you full control at any time from anywhere.

Importance of family 

We are proud to be a family business and our focus is on building and maintaining long-term trusted relationships with you. We feel privileged to be involved in such a personal aspect of your lives and pride ourselves on delivering our service built on integrity and excellence. Learn more about our team here.

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.