Advice and services

We provide advice to help reach your goals

What our clients say

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Our services

Investment Planning

Investment planning

Everyone knows you need your money to work for you.

Whether you have a lump sum, would like to save regularly or you just want a second opinion on current investments. Then, we can help.

We make sure that your investments match your objectives and risk levels.

Retirment Planning

Retirement planning

Retirement should be a time for you to enjoy and do the things you want to.

However, it is imperative that you have enough to last you through your retirement.

We help you determine when and how you can retire and work with you to make sure your plan stays realistic.

Protection planning

Maybe you have started a family, a business or you have a partner.

What happens if one of you were to die? Could you afford the mortgage? Could you continue to work and look after kids?

We help make sure that you and your loved ones have the right insurances just in case the worst ever happens.

Inheritance tax planning

At some point in life it becomes important to think about the next generation.

We help to provide tax efficient solutions to pass on your wealth.

We do the complicated parts so you don't have to worry.

Other services

We can provide access to the following services:

-Will writing
-Tax advice
-Legal advice
-Portfolio management
-Specialist insurance
-Corporate lending

The value of investments with St. James’s Place will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount initially invested.

Please note that the Other services are via a referral and is separate to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.


We make financial planning simple to understand

We organise a no-obligation initial meeting

We find out about you and what you want to achieve - as well as gain a good understanding of your current position and explain a little more about us.

We go away and work on your problem

Financial planning requires consideration as we need to look at all the opportunities available. Typically, this takes us a couple of weeks but if it is complicated it may take us longer.

We come back and present our ideas to you

We take our ideas and explain the options; the pros, the cons and the costs. We make it simple to understand and then you decide what you want to do.

We work towards making your plan a reality

Once you have agreed to our plan, we work to make it happen. We then review and monitor everything with regular meetings to ensure you continue to receive the advice you need.

Who we work with

We typically work with the rural community and company directors however we might still be a good a fit if you are in a professional role or if you have more complicated affairs.