Investment Planning

Are you looking to create a brighter future for your family, top up your retirement pot, or generate an additional source of income? Whatever the reason, your motivations will largely influence how and in what you invest. You will need to consider your current financial situation, your goals, your timeline for success, and how much risk you are willing to take on. Once we have helped you set out clear and measurable goals, we can design a portfolio of investments that align with your specific needs.

Responsible for over £157 billion of client funds, St. James's Place Wealth Management recognises that no single investment house has a monopoly on investment expertise, and St. James's Place do not employ in-house investment managers. Instead they carefully select a number of external managers of outstanding ability to manage our range of funds.

This has a number of advantages:

  • It gives them the freedom to select first-class managers from the global investment market to manage our funds on behalf of our clients.
  • It enables them to change any of these managers at short notice if we have lost confidence in them, without any additional charges, or tax implications, or inconvenience to our clients.
  • It offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles.

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.

The Client Journey

Starting with identifying your goals and objectives, we’ll work with you to create and implement a bespoke plan.

Learn more

“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.”

Client Review - Chris Logue, Midlothian
Let's chat

Let's have a chat.

Find out how we can help you by booking a meeting, which will take you directly to our calendar, giving us a call on 01887 377810 or emailing us at

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