Putting you in control

Financial planning is for everyone; whether you want to start investing, are looking to save for your first home, or plan for your retirement. Our aim is to empower you with the knowledge and tools you need to make better financial decisions that give you peace of mind.

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.

Personalised service

We get to know you, and your hopes and plans for the future to enable us to provide a personalised solution to help you achieve your financial goals.

As your life moves on and circumstances change, we are always available to support and review your position and adapt your plans accordingly.

For our business owner clients and senior directors, we really analyse your business to understand your needs. Effective planning is key, especially as your business grows and the finances start to become increasingly complex.

We can help you put the right plans in place that will help to build your financial security over the longer term. Running a business can be stressful. Allow us to help with our range of services designed for the corporate world.

Flexible approach

We understand we all have busy lives and financial planning can take a back seat. We make it as easy as possible to contact us. You can contact us by phone, Whatsapp, e-mail, or in person at one of our 2 offices in Stroud and Amble. Our online services allow you to access all your wealth investments in one place giving you full control. We believe in achieving lifelong client relationships by upholding a service that is approachable, resolute, and passionate. We optimise the security and success of our clients’ futures by accessing award-winning investment management alongside industry leading investment research & technology.

Our Values

Understanding

We base our advice upon understanding our clients' needs, and on forming a long-term partnership based on you at the heart of our decision making. We then provide solid and reliable advice to our clients throughout their lives as well as providing intergenerational solutions.

Professionalism & Integrity

We demonstrate our integrity with honest advice whilst adhering to the highest levels of confidentiality and transparency with a strong moral compass.

We deliver the highest levels of professionalism across the business. Our resolute office team, from our advisers to the client support team and including our third parties we see professionalism as a paramount part of providing positive outcomes we provide for our clients. All our team continually work to improve their skills, knowledge, and expertise, towards continually improve our clients' experience.

Trust

We build professional relationships with our clients, their families, and their businesses, based on firm foundation of trust.

Value

We categorically demonstrate our commitment to having a reputation for value, and making it clear, in a transparent and caring way, the benefits and importance of what we offer.

Care

We genuinely care about our clients and what we do to support them, we listen to our clients to ensure we fully understand their position. Communication is about listening.