Financial

We’ve partnered with some of the most prestigious financial and wealth management suppliers in the UK so we can pass on the best possible service to our clients.

Call us on 01923 257 257Request Call Back

What it is

St James Place is a wealth management business that puts long-term relationships and trusted face-to-face financial advice at the centre of everything we do

St James Place can help with everything from mortgages and life cover to pensions and investments,.

Who it's For

  • Contractors
  • Sole Traders
  • Limited Companies
  • Partnerships
  • Umbrella Workers

Tailored to you

Personalised advice covering financial, investment and tax planning

Long-term support

Life-long relationships with clients and their families

Investment approach

A radical approach to investment management

Diversity

A diverse range of investment funds and portfolios

What it is

Online will service combining the latest technology with expert lawyers to bring JSA members the best of both world. Saving between £200-£400 when compared to a typical firm of solicitors.

Who it's For

  • Contractors
  • Sole Traders
  • Limited Companies
  • Partnerships

Cost

JSA members receive an additional 20% discount on the typical website price.

Convenience

Can be completed at a time of your choosing in under 15 minutes using our secure online portal

Regulated

Wills drafted by SRA regulated solicitors with appropriate PI insurance

Support

Ongoing estate planning support for JSA members that have more detailed estate planning requirements

We'd love to hear from you

Call on 01923 257 257 or Call me back