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:

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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Company directors
We excel in catering to the financial requirements of those who have created more capital or who earn higher incomes.
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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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Bespoke Advice for Business Owners and Senior Management
Planning for a secure future for you and your family is one of the most important steps you will ever take. Our decade as business owners ourselves, means we fully understand the problems and issues you face whilst building capital, maximising your income and minimising your tax liabilities.
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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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Medical professionals
We can provide specialist financial advice and tailored planning to NHS professionals, GPs and dentists.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Copyright St. James's Place © 2025