About Us

The St. James's Place Wealth Management Group specialises in delivering face-to-face financial advice to people who have, or are in the process of accumulating Capital.

As well as addressing simple and straightforward issues such as banking and insurance, we help to resolve more complex problems for clients, whether it be Inheritance Tax, retirement planning or investing for growth or income.

In general, we provide reliable and expert advice for individuals and businesses seeking to achieve four principal financial objectives:

  • Build and preserve Capital
  • Manage cash and borrowings
  • Protection against financial risk
  • Preservation of wealth for future generations

Visit the St. James's Place Wealth Management Group website to find out more.

St. James's Place plc Registered Office: St. James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom.
Registered Company number: 3183415. Incorporated in England.
VAT registration number: 243 4550 77.