Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, we can help with this.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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City professionals
Expert advice for City professionals across a range of financial planning matters is available.
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Long term care service
Arranging care for yourself or a loved one is an emotional and complicated time. Help with the important issues is on hand.
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Advice for women
We know how difficult it is to juggle your family and home life, a career and your finances. We can work alongside you to make sense of your financial life.
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Copyright St. James's Place © 2025