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:

Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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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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Professional partnerships
Put in place plans to create financial clarity and fulfil your ambitions for now and into retirement.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Long term care service
Arranging care for yourself or a loved one is an emotional and complicated time. Help with the important issues is on hand.
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Copyright St. James's Place © 2025