We’re a FTSE-100 wealth management business that puts long-term relationships and advice that clients trust at the heart of everything we do. Since we started trading in 1992, we’ve grown rapidly to be the largest company in our sector in the UK, with £168.20bn¹ of client funds under management.

Because every client has different needs and aspirations, we offer personalised advice that covers financial, investment and tax planning, designed specifically for their lifestyle goals and stage of life.

Our clients

Our clients consist of individuals, families and business owners spanning all age ranges and across the affluent and high-net-worth markets in the UK and Asia. Our ethos is built on a core commitment to achieving the best possible outcomes for clients and ensuring that they are well served by our long-term, face-to-face, relationship-based approach to managing their financial affairs and helping achieve their lifestyle objectives.

Our guarantee

Our Partners are among the country’s leading financial professionals and we support their ongoing professional development to ensure they remain as well qualified and technically able as possible. As a result, St. James's Place guarantee the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.

¹ Data correct as at 31 December 2023.