St Jamess Place Wealth Management
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Overview
Tagline Brand's website · 2026-10-04
Its distinctive partnership model with a large network of self-employed financial advisers offering highly personalized, face-to-face advice and a vertically integrated suite of in-house and selected third-party funds.
Description Brand's website · 2026-10-04
St James's Place Wealth Management is a UK-based wealth management company providing comprehensive financial advice and services to individuals, families, and businesses. Their offerings include investment planning, retirement planning, inheritance tax planning, and protection, delivered through a network of self-employed financial advisers.
Offerings
Core capabilities Brand's website · 2026-10-04
- Investment management
- retirement planning
- inheritance tax planning
- financial advice
- protection (life
- critical illness
- income protection)
- banking services.
Pricing Brand's website · 2026-10-04
Primarily a fee-based model, consisting of an initial advice charge and ongoing service charges, typically expressed as a percentage of assets under management (AUM).
Audience
Target industry Brand's website · 2026-10-04
High-net-worth individuals, affluent individuals, businesses, charities within the UK.
Landscape
Competitors Brand's website · 2026-10-04
- Hargreaves Lansdown
- Quilter
- Brewin Dolphin
- Rathbones
- Evelyn Partners
- Schroders Personal Wealth
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Claim St Jamess Place Wealth Management — free →Page last updated 2026-10-17.