Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Financial Wellbeing
We are passionate in supporting businesses with Financial Wellbeing.
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Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, we can help with this.
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Advice for Women
We know how difficult it is to juggle your family and home life, your career and your finances. We can work alongside you to give you the confidence to make sense of your financial life and become financially secure.
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Copyright St. James's Place © 2025