We build and maintain long-term relationships with our clients via our bespoke offering and experience in the financial services industry. This allows us to bring together a wide range of solutions not only to cover short-term needs of clients but also to plan for the future, which include the following: 

1. Preserving and growing wealth via investments. 
2. Aiding business owners in potential business exits.
3. Reduce, mitigate and defer any tax liabilities. 
4. Offer Financial Protections against risk. 
5. Pension and retirement planning options. 

We are based in London, however we are able to accommodate clients from across the United Kingdom and are happy to meet you in St. James's Place offices around the country, as well as at your home or place of work. Our aim is to make your experience with us as straightforward as possible, working around your needs and objectives by offering a one-to-one service.

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. 

The levels and bases of taxation, and reliefs from taxation, can change at any time.  The value of any tax relief is generally dependent on individual circumstances.

Exit strategies my involve the referral to a service that is separate and distinct to those offered by St. James's Place.