Advice & Services

We can all imagine the future we want for ourselves and for our family. All the advice SJP Partners give, and the wide range of services they offer, from retirement planning to passing your money on, is focused on one goal. Helping you to achieve that future, and live life the way that you want. Whether we  support you in the complex area of corporate planning, or with pension advice or estate planning, we want you to feel confident and in control of your finances.

You can find St. James’s Place fund fact sheets, key fund information and performance data here.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

Personalised financial planning

Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your lifegoals and ambitions.

Every piece of financial advice we give at SJP has one simple goal – your personal goal. We share your values and plans, tailor our advice to fit them, and help you use your money to create the best future for yourself, and your family.

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 selected and may fall as well as rise.  You may get back less than the amount invested.

Please note that advice relating to Will Writing or tax management will involve services that are separate and distinct to those offered by St. James’s Place and are not regulated by the Financial Conduct Authority.

Investment Planning

We will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

Corporate Planning

We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.

Retirement Planning

A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.

Protection Planning

Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.

Banking & Mortgages

Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.

Wealth Management

Using your money to support your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.

Other Services

We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.

Working Together

Our friendly team of advisers would love to provide you with a no obligation consultation. Come and join us for cake and a chat or book a virtual meeting today!