Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Education professionals
Whether you’re a school teacher, a university lecturer or involved in any other aspect of education, we can work together to create your financial plan.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Long term care service
Arranging care for yourself or a loved one is an emotional and complicated time. Help with the important issues is on hand.
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Financial wellbeing specialist
As a financial wellbeing specialist, we deliver education sessions to help people build their financial confidence.
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Copyright St. James's Place © 2026