Live differently.
We help you articulate what's most important to you now and in the future and enable you to get there.
We understand that a person's life is inextricably linked to their finances, and vice versa. That money alone is not enough. It is there to enable you to plan the path your life will take.
We believe people are more than their money and more than just numbers. Whatever your goals, our aim is to give you financial confidence, security and peace of mind.
We do the heavy lifting so you can spend your time living your life.
What we do
We work with you to build a financial plan that aligns your finances with your goals and what matters most to you. That could be achieving financial freedom, buying your dream home, travelling the world, supporting your family through education, setting up a business, or living your desired lifestyle in retirement.
1. Discovery
Getting to know you. We take the time to understand what’s important to you: your goals, responsibilities and aspirations for life.
2. Plan
Working together to build your financial plan. We get a clear picture of where you are now, map out your journey and show you everything you need to do to help you achieve your goals.
3. Recommendations
Identify and quantify any misalignments or inefficiencies between where you are today and where you want to be.
4. Review
Circumstances change, plans change. We check-in regularly to help keep you on track, review your progress, your plan and your investments and make adjustments if needed.
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.
We provide services adapted to the needs of a range of different clients, including ambitious business owners, motivated professionals and individuals who want to become financially free. Our services include:
Goals-Based Financial Planning
Financial Advice
Investment Planning
Retirement Planning
Protecting you, your family or your home
Tax Planning and Mitigation
Cash Flow Management
1. Balance
Everything in today’s world is competing for our most valuable asset, time – be that our home life, family life, work life, social life and all other aspects. Too much of one thing can lead to exhaustion, and too little can lead to disengagement. This value transcends to helping our clients live a life well-lived and having the right balance – living for today and planning for tomorrow.
2. Growth
We are constantly trying to get better at what we do so we can better serve you. We invest a lot in developing ourselves both personally and professionally so we’re at the top of our game.
3. Meaningful activity
We do what we do with a strong sense of purpose. We believe in helping you discover the true purpose in what you do, and find the means to do what you want to do in life.
Who we serve
We provide services adapted to the needs of a range of different clients, including ambitious business owners, motivated professionals and individuals who want to become financially free.
Click below to find out more about how we can help you.
Ambitious Business Owners
Motivated Professionals
Becoming Financially Free
Our Team
A higher level of expertise.
Book a
no-obligation consultation
Book your 30 minute video consultation now. Select the time that works best for you and we’ll send you an invite to join a video call. We look forward to meeting you!
Alternatively, get in touch using the details below:
