St James Place Wealth Management

Welcome to St. James's Place

"Through our Partnership, we are able to provide comprehensive financial planning and wealth management services, helping individuals, trustees and organisations to achieve their financial goals."

David Bellamy Chief Executive Officer

The St. James's Place Wealth Management Group specialises in delivering face-to-face wealth management advice to individuals, trustees and businesses.

As well as addressing simple and straightforward issues such as mortgages, banking and insurance, we can help to resolve more complex problems for clients, whether it be investment for growth, Inheritance Tax or retirement planning.

In general, we provide reliable and expert advice for individuals and businesses seeking to achieve four principal financial objectives:

• Build and preserve your capital
• Manage your cash and borrowings
• Protect yourself against financial risk
• Manage your business more effectively