The Financial Services market place continues to be ever changing and evolving, and with major institutions such as Banks closing or reducing their Financial Advisory propositions the availability of high quality, tailored Wealth Management and Financial Advice is becoming a scarce resource.

We specialise in addressing simple and straightforward issues such as mortgages and protection or designing more complex solutions such as investments, taxation or trust and succession planning.

In general, we provide reliable and expert advice across four principal financial objectives:

• Build and preserve capital 
• Manage cash and borrowings 
• Protect against financial risk 
• Manage business more effectively 

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.

Trusts are not regulated by the Financial Conduct Authority.