Request your guide, today.

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St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us on this form. For further information on our uses of your personal data, please see the St. James’s Place Privacy Policy.

We know that owning a business can be exhilarating, frustrating and challenging - often in the same day.

Your business success and your personal finances are closely connected – but hitting the right balance between them can be tricky.

That’s where we come in.

We’re uniquely positioned to help you make the best decisions now and for the long term – for you and your business.

We advise business owners on everything from effective tax strategy to agile cash-flow management, pension and protection schemes, and planning successful exit strategies when the time is right.

We have access to a range of helpful tools. These, combined with our financial expertise, will give you the ability to see the bigger picture – right across everything, both at home and at work – and how your financial future could look. This will give you the peace of mind that comes from knowing you’re doing the right thing.

Download our guide to find out what we can do to help you and your business.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and can fall as well as rise. You may get back less than you invested.

Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.

How we can help you

Whether you need to start investing today, start thinking about your pension, or planning to pass money on, our range of Advice and Services outlined here can help.

Investment planning

We'll help you find the right investments to help you achieve your financial goals.

Protecting you and your finances

We will provide solutions to meet your insurance and protection needs.

Retirement planning

We will provide you with retirement planning solutions.

Tax planning

We'll support you with tax planning whether you're just starting out, retired or somewhere in-between.

Corporate services

We can help entrepreneurs and corporate directors manage their personal, business and employees financial security.

Intergenerational planning

We will advise families on how to use their collective wealth to support future generations.

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

The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.

Here to give you the confidence to create the future you want

St. James’s Place is a community of 4,556 Partners who are among the best financial advisers in the industry. We choose and train our Partners very carefully, because they’re the ones who will guide and support you in achieving your financial goals throughout your life.

Personal relationship

We specialise in providing high quality personal face-to-face advice, creating a holistic approach to wealth management, supporting our clients to a state of financial security.

Responsible investing

We understand the responsibility we are given when our clients entrust us with their money, shaping our approach to investment management.

Advice guarantee

We guarantee the suitability of advice given by members of the St. James's Place Partnership when recommending any wealth management products and services from companies in the group. Click here for more information.

SJP Approved 19/06/2023

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

WTW Ltd is registered in Scotland, Number SC638981. Registered Office: Office 2.36, 2nd Floor, H1 Hill of Rubislaw, Aberdeen, AB15 6BL.