Holistic Wealth Planning

We are a financial and whole wealth planning, advice and management Practice based in Greater London. Having the backing of a FTSE100 company which holds over £150 Billion in funds under management and employs investment management talent from across the world, we provide a comprehensive range of products and services for retail clients, including sophisticated and high net worth individuals, with UK ties through residency and/or domicile.

Our approach is grounded in listening deeply to our clients, with the intention of understanding who you are at your core, what really drives you, inspires you, and is truly important to you, now and in the future. Gaining a full picture of your current position and your future goals and aspirations, we integrate financial & life planning into your whole wealth strategy and its resulting implementation plan, reviewed on at least an annual basis. Our mission is to help you, your family, your business/vocation unlock their full potential and to flourish sustainably, while also creating wider “ripples” contributing to a better world in the process.

Further information about our approach can be found here: Our “Whole Wealth” Approach

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.