Based in Greater London and the Chilterns, we are a team of highly qualified financial advisers who can create bespoke financial plans to help you achieve your goals and aspirations.

As Chartered Financial Planners (the gold standard in professional qualifications) we advise on all areas of financial planning, from complex estate and legacy planning, to setting you up with a pension and modelling your retirement journey.

Our in-house mortgage team is on hand to help source from the very best mortgages in the marketplace. Whether you are buying for the first time, looking for a new rate, moving up the ladder or releasing equity*, our experienced team are here to help. 

Backed by a FTSE100 company with huge resources available to us, you can be sure you are in safe hands.

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 can therefore go down as well as up.  You may get back less than you invested.

*  This can involve a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration

We offer a comprehensive range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries, for which we are paid a procuration fee by the lender.