ABOUT YOU

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A dedicated and discerning service to you.

We understand that our advice needs to be as individual as you are, designed to fit around your lifestyle, family life, and business and professional interests. In that way, we can help you shape your future plans, and build a lasting relationship with you.


As a Private Client, your key relationship remains with your Partner, but you also have exclusive access to our specialist advice and servicing team, which brings together highly experienced financial planners, investment and pension specialists, banking advisers, and experts in tax and legal
matters.  We work with your Partner to provide an exceptional, high-quality service, where your priorities become our priorities.

Some of these services may involve the referral to a service which is separate and distinct to those offered by St. James's Place.
 

Our commitment to you

Putting you firmly at the centre of everything we do is core to our culture.  This enables us to run a genuinely client-focused business based on building long-term relationships founded on mutual respect. 

We want to help you build and maintain strong financial foundations; for your future and for your loved ones.