We provide a holistic wealth management service, with the scope to address all planning needs, across both personal and corporate finance. Having access to a full-service offering provides our clients with both convenience and efficiency, from a practical perspective, but also ensures, where recommendations are delivered across multiple, interrelated advice areas, that these correctly interact and all planning intricacies are accounted for. 

Additionally, we have access to a range of complementary third-party services*, for which appropriate due diligence by St. James's Place has been undertaken on, that we can refer our clients to, where needs external to wealth management arise as part of broader planning.

*Where a referral is made, the service provided is separate and distinct from those offered by St. James's Place.