Senior Partner Practice of
St. James's Place Wealth Management

Private Clients

As a private client, you have exclusive access to our specialist advice and servicing team, which brings together highly experienced financial planners, investment and pension specialists, banking advisers, and experts in tax and legal matters.

Business Owners/Entrepreneurs

We recognise that building a business can be immensely rewarding, however in our experience, successful business owners tend to focus their time and energies on their business, at the expense of their personal needs and requirements.

Financial Professionals

We understand the pressure, hectic lifestyle and ever-changing daily demands of the finance industry.


Historically, UK resident non-domiciles were allowed a special tax status.

City Professionals

We offer expert advice to City professionals, investment bankers and hedge fund managers.

Company Directors

We advise Directors and Senior Management who often have little time to manage their own affairs.


We have widespread experience of helping professional sportspeople to get the most from their financial opportunities.


We help charities create an investment strategy to meet their needs and objectives.


Making financial plans for your future or preparing the ground for the next generation is hugely important.