Make confident financial choices
Your path to financial wellbeing is all about having the confidence, certainty and clarity to create the future you want – with the help of expert financial advice.
We believe there are three key elements when it comes to financial wellbeing: building confidence, achieving your goals and creating a world you believe in.
Find out more about each one below.
Build confidence and control
With the help of our advice, you can take charge of your financial future and create the best version of yourself.
The benefits of a financially healthy nation
Keeping financial control during the cost-of-living crisis
Helping to achieve your goals
By building a long-term relationship with you, we can help you make better-informed financial choices to help you fulfil your aims. Here’s how.
Getting to know you
Seeking financial advice can seem daunting. But we will do our best to make it as easy and rewarding as possible, giving you greater control over your financial future.
In this guide we explain what will happen at the start – and what you can expect from us long into the future.
Preparing for a 100-year life
One in five newborn females, and one in seven males will live to be 100 or more in the UK.1 With many of us set to live to be centenarians, we need to plan our finances accordingly.
Whatever your journey, here’s how expert advice can give you the financial confidence to help you achieve your goals.
1 Life Expectancy Calculator, Office for National Statistics, January 2022
Create a world you believe in
You can use your money to drive real change, in the areas that matter the most to you. Here’s how.
Making your finances a force for good
Investing responsibly
Learn more about how we help clients to achieve financial wellbeing in a world worth living in.
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
We deliver a highly personal experience, providing you with the expert help and guidance you need.
