About you

No two clients are the same, which is why we take the time to understand your goals so we can tailor our services to deliver a financial plan that is right for you.

“I have worked with Andrew for many years in his previous role and now in his position at St. James's Place. He helped me to understand my longer-term financial position and how to balance my pension portfolio, appropriate to my risk profile. I now have a much clearer and fully up to date access to the value of my pension pot. I'm much more comfortable with the level of control I have over my pension. Service and communication levels are also first class.”

Chris Logue - Midlothian
Let's chat

Let's have a chat.

To learn more about how we can help you, please get in touch by filling in the contact form, clicking the book a meeting button which will take you directly to our calendar or call us on 01887 377810.

Alternatively, fill out the contact form below and a member of our team will be in touch.

Privacy Policy.

Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy.