Believing that every client has unique requirements, we offer a bespoke personal service tailored to your specific needs and aspirations. We are committed to building long-term relationships based on trust, the highest levels of ongoing service and professionalism. This ensures that we are able to provide appropriate advice when it is needed.

We provide face to face financial advice at our office in The Galleries, Washington. All aspects of advice are covered, including investments, pensions, inheritance tax planning and family protection.

Always if possible giving advice on a face-to-face basis and offering an initial consultation without obligation. Once a client, you will benefit from regular face to face reviews to discuss your ongoing needs and make any changes that are necessary to help achieve your long term objectives.

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 the amount invested.