St. James's Place Wealth Management

St. James’s Place Wealth Management is a UK-based company that specialises in the provision of highly personalised, face-to-face wealth management services to individuals, families, trustees, and businesses. Founded in 1991, the company is headquartered in Cirencester with its dedicated adviser team spread throughout twenty regional offices in the UK. St. James’s Place has recently expanded its financial services to Asia. The St. James’s Place Partnership is the company’s experienced team of advisors that provide a distinctive approach to investment management. Building long-term relationships, advice tailored to you and working together highlight this approach. Putting clients firmly at thecentreis core to the St. James’s Place culture, with holistic advice tailored to reflect personal circumstances.

As a member of the Financial Times Stock Exchange 100 Index, St. James’s Place Wealth Management has over £85 billion of client funds under management. The financial solutions offered by St. James’s Place include investment planning, retirement planning, intergenerational planning, protection and more. The investment planning solutions help you build an appropriate portfolio to enhance your wealth, while protecting it against inflation, arranging investments as tax-efficiently as possible, as well as offering discretionary portfolio management that can include equity, charity interests, and stockbroking. There are multiple strategies offered by St. James’s Place for retirement planning that is significant to both individuals and business owners to help maximise your pension plan. St. James’s Place provides products and services specifically for families that can help ensure clients’ wealth works harder for the family without compromising individual’s needs. The team of advisors at St. James’s Place are top tier in their respective fields and have a strong history of delivering the high standards of service expected by clients. The St. James’s Place Charitable Foundation is the Charitable arm of St. James’s Place, aiming to make a positive impact on local communities and the livelihood of our youth.