Request your guide, today.

By submitting your details you are agreeing to St. James's Place and our Partnership contacting you by phone and email. This is to confirm that you have received your guide and to offer you a no-obligation meeting with a St. James’s Place Partner.

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.

Retiring early. It sounds a great idea. There are two questions to consider. Do you know what you want to do when you’re retired? And will you be able to afford it? Over three-quarters of UK savers don’t know how much they’ll need in retirement.¹

We can help.

At St. James’s Place, we’re in the business of putting you in control of your finances. We want to give you the confidence to create the future you want.

Through face-to-face advice, we can set you on the path towards the retirement you want. We’ll take the time to understand what you’re after, and we’ll put in place the plan to help you get there.

And through the trusted, long-term relationships we build, we’ll be there to keep you on track towards that goal.

Make your retirement the one you deserve.

¹ Pensions and Lifetime Savings Association – October 2022

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.

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 08/01/2024

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.