St. James's Place

We have chosen to promote our services exclusively through the St. James’s Place Partnership. This reflects the confidence we have in St. James’s Place to help us to provide our clients with sound financial advice and to build and maintain long term working relationships with them.

SeventySeven Wealth Management

The St. James's Place Group specialises in delivering face-to-face wealth management advice to individuals, trustees and businesses.

As well as addressing simple and straightforward issues such as mortgages and insurance, through our partnership we can help to resolve more complex problems for clients, whether it be investment for growth, Inheritance Tax or retirement planning.

As a Senior Partner Practice of St. James’s Place, we focus on achieving and maintaining a thorough understanding of your financial needs and aspirations.

We, with the support of St. James's Place deliver that service, supported by a comprehensive range of financial solutions and a distinctive approach to investment management, which enables us to create financial plans that can adapt to your changing needs and circumstances.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Call us on: 01892 770 077Email us on:

St. James's Place Insights

St. James's Place provide a wealth of insights to help you make informed
decisions about your wealth management.

To view these insights please click the link below.

SJP Insights