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St. James's Place Wealth Management

First class advice

We're giving you the opportunity to access a range of exclusive member services from St. James's Place Wealth Management, our preferred provider of wealth management advice.

Pre-register your place at our complimentary pension plan briefings

They are are running UK-wide Retirement Planning Breakfast Briefings in May-June. Secure your place at these very popular free events.

Register now

What kind of advice can you expect from St. James's Place?

St. James's Place specialises in providing high-quality personal advice on many aspects of wealth management, advising people of widely differing financial resources and of all ages.

St. James's Place provides restricted advice on the following financial products:

  • UK and offshore investments including (but not limited to) ISAs, unit trusts, bonds, offshore funds and tax shelter investments.
  • Retirement planning including (but not limited to) pensions, annuities and SIPPs.
  • Individual and group protection including (but not limited to): life assurance, income protection and critical illness cover.
  • Key person, shareholder and partnership assurance.
  • Trust and estate planning.
  • Residential and commercial mortgages.

If you would like to arrange a confidential, no obligation, face-to-face review of your finances, please call 0800 953 3030 or visit www.sjpp.co.uk/rics

Download exclusive St. James's Place Wealth Management guides

St. James's Place Retirement Guide – (1,65MB)

What do members say about St. James's Place events?

"Very good, very interesting, very informative"
"Very thought provoking – excellent presentation. Slight information overload towards the end (so much to take in). An excellent morning"
"Excellent – it has really changed my attitude to investment and inheritance taxation"

Contact St. James's Place

For further information, or if you have any questions about the range of wealth management services:

Terms and conditions

The ‘St James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership represent St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. 

Michael Ison and Martin Capel-Smith represent only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services.

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