Our Approach
We believe in putting you at the heart of everything we do. No two clients are the same and we will develop and regularly review a bespoke financial plan for you and your family to help achieve your financial goals - be that building wealth for the future, financial security in retirement, paying for care, leaving your legacy without inheritance tax, buying or re-mortgaging your home, or helping your children and grandchildren on their life’s journey.
When you invest through us it is the beginning, not the end, of our relationship with you. Our team are here to help you: in person, by email, at the end of the phone or virtual call - with no call centres or annoying “Press 1 for”.
Just real people, who know you.
You may not be excited about investments or pensions, but we are. With us to guide you, we will make sure that you have the financial freedom to concentrate on what is important in your life.
We are passionate about what we do, and from our Dorset practice, we work with clients throughout the UK, building lasting relationships from generation to generation.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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 may fall as well as rise. You may get back less than the amount invested.
Testimonials
