What we can do for you.

Plan your finances right and you can enjoy peace-of-mind, knowing that you’ve got a secure and happy future to look forward to. We’ve got a comprehensive range of services to ensure we can find the right financial solution for you. 

Cash Flow Analysis

When we meet people for the first time, our first question is where do you want to be and when? With SWS you have a  long term partner who works with you to first establish what you have in terms of savings, investments, pensions, and protection plans, before gaining an understanding of where you want to be in the future. 

With our cash flow analysis, the plan is always about you and your individual goals.

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Investment Planning

Achieve your financial goals with the help of our investment strategies.

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. 

Pension & Retirement Planning

Retirement is in all of our futures – make sure you have the best plan in place to ensure a safe and secure retirement that you can enjoy.

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Estate Planning

Planning for the worst is not something you want to deal with, but the consequences for your loved ones if you don’t can be stressful, confusing and costly.

Corporate Services

We understand how stressful being a business owner is. Our expert team can create a bespoke financial solution that works for you.

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Access to specialist Banking & Mortgages

From managing your cash efficiently, to buying your first home — we can provide sound, honest advice to help you achieve your financial goals.

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

Other Services

Philanthropy & Charitable Giving, Will Writing. Using a partnership approach, we can meet all of your financial needs.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.

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Our Approach

As a family-owned business, we’re built on trust and loyalty.

Planning your finances to keep your loved ones safe and secure is the most important thing – we get it.

Our expert team have the know-how to protect your family’s financial future, and to help you to live the life that you want.

When you choose SWS as your Financial Planner, you’ll receive a completely bespoke service, and transparent, tailored financial solutions that will make your money work for you.

Book a discovery call

Make the most of your money: start your financial planning today.