St. James's Place

St. James's Place is a British wealth management and financial advice firm founded in 1991. It combines personal, one-to-one financial advice with investment management, financial products and a client platform, aiming to help individuals and families plan for the future and protect and grow their wealth.

The firm's advice covers a broad range of needs. These include wealth planning, investments, pensions and retirement, tax and estate planning, and protection. Advisers build a financial plan around each client's priorities and adapt it as circumstances change, working through long-term relationships rather than one-off transactions. Investment management and products are delivered alongside that advice and supported by a client platform.

Clients are served through a UK-wide network of partner practices, which draw on the scale, expertise and governance of the wider firm. The company operates across the verticals of wealth management, financial advice, investment management, pensions and retirement, tax and estate planning, and protection. Further information is available at https://www.sjp.co.uk/.