We are a group of chartered financial planners that are committed to making a meaningful difference to our clients’ lives. We believe that real wealth gives you the freedom and opportunity to live the life you really want; spending your time doing the things that really matter to you.

We believe wealth is created, over a long period of time, by the compounding effect of many wise financial decisions, and the best decisions are made when the right questions are asked. This is where financial planning is invaluable; it asks the questions, guides us to the right answers and keeps our good decisions compounding year after year. 

Financial planning creates a bridge between you, your life and your money and the plan it creates will help you view your life in an entirely new way. It will align your assets to your goals, marrying what you want in the future with what you have now and making those assets work hard for you. It will uncover the paths you can take, the levers you can pull and the decisions you need to make to achieve your goals decades into the future.

Investing will always be part of this plan; not only because of inflation but because it also has the potential to significantly increase your wealth. However good investing is not simple. It is primarily about making sensible decisions at the start and avoiding bad decisions on the journey.

We know how hard you have worked for your money, and we will invest it with the same level of importance that we invest our own. We want to help you live the best life possible in the best possible world.

We will:

• Help you understand what’s important to you and align this to your assets
• Help create an income that you can’t outlive and, if relevant, a meaningful legacy for your children
• Have a conversation about risk, volatility and how to avoid permanent loss of capital
• Take away the complexity and leave you free to enjoy your wealth and spend time as you wish
• Be transparent about our charges and align them to your interests
• Only recommend products that serve your plan

Read more about Our Approach and Investment Philosophy and a personal Message from Miles.

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 you invested.