St. James's Place

We specialise in expert, one-to-one advice. Wherever you are in your life, we’ll work with you to plan, grow and protect your financial future. We believe that the more informed you are, the more prepared you are to make smart choices about managing your wealth. With over one million clients who trust us with funds of £220 billion, we maintain a strong focus on providing good outcomes for every client. This is evident in a strong client retention rate at 94.9% (as of Dec 2025). We set up high-quality solutions to support your plan, from cashflow and investment planning, to retirement and estate planning. Visit our website for the full regulatory information and privacy policy.