Our approach is simple – help clients achieve the financial future they dream of.

Establishing a financial plan for the future can be daunting and for some just plain boring, but like anything in life, you need to plan if you want to reach your desired goal.

At our initial meeting, you will have the opportunity to share any aspirations you have for the future, along with any concerns and explain your current financial circumstances. By understanding your current position and your future aspirations, we can really start to see what we need to alter or implement to create the perfect plan.

In some cases the plan you ‘dream of’ may not be achievable, but we will help you understand this and offer ideas on ways in which you can maximise your potential, whether that be highlighting allowances that you didn’t know were available or making use of tax reliefs before they are lost. Whatever the path, we will create this together, being completely open and honest with you along the way, so there are no surprises.

We offer advice to individuals and business owners and it’s important to understand that the two are closely connected and therefore as a business owner, you want to make sure the financial plan you implement suits both your personal and business needs, as they are more closely connected than you may realise. By having the right plan in place, you are increasing your business and personal security for the future.

SJP also have an Entrepreneurs Club, a complementary service for business owners. Designed to provide access and support, that will help maximise the growth rate and valuation of your business*.

Take a look at our communications hub a useful source for topical articles to benefit you and your business.

Please take a look at our insights for further details on retirement, investment planning and protecting your assets.

* This service may require referal to a third party specialist. The services provided by these specialists are separate and distinct to the services carried out by St. James's Place.