We are experts in financial planning, and we provide an exemplary and holistic service.

We don’t just talk about investments – we take the time to understand you and your goals, making a plan together to get you to where you want to be.

Our name was inspired by Odysseus’ epic voyage home to the island of Ithaca in Homer’s Odyssey. This extraordinary journey, filled with self-discovery and growth, serves as a powerful metaphor for our own journeys through life.

As your life changes course, you need your financial adviser to be one step ahead:

• Explaining the different options you have in a way that makes sense.
• Navigating the complexities of UK tax rules and regulations with industry-leading knowledge levels.
• Using our expertise to guide you on which route suits you and your family best.

We’re there to answer all the questions you have, to be your partner in financial decision-making, and to take the stress out of financial planning for you.

As your financial adviser, we are dedicated to being there for you through your and your family’s life journey, wherever life takes you.

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.