Retirement Planning Specialists
Partner Practice of St. James's Place
Winners of Wealth Management Company of the Year 2023
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Please enter the total of the pensions you’ve paid into
Please tell us your age and your postcode
What’s the approximate value of your investable assets?
Lastly, A little about you
Are you looking for advice on ways to help maximise your retirement fund?
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Pension Drawdown
Pension Review
Pension Transfer
Pension Consolidation
Pension Advice
Pension & Divorce
Pension Planning
Annuity Purchase
Retirement Pension
SIPP
Here to give you the confidence to create the future you want
St. James’s Place is a community of 4,556* partners and advisers who are among the best financial advisers in the industry. St. James’s Place choose and train their Partners very carefully, because they’re the ones who will guide and support you in achieving your financial goals throughout your life.
Personal relationship
We specialise in providing high quality personal face-to-face advice, creating a holistic approach to wealth management, supporting our clients to a state of financial security.
Investing
We understand the responsibility we are given when our clients entrust us with their money, shaping our approach to investment management.
Advice guarantee
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
How we can help you
Investment planning
We'll help you find the right investments to help you achieve your financial goals.
Protecting you and your finances
We will provide solutions to meet your insurance and protection needs.
Retirement planning
We will provide you with retirement planning solutions.
Tax planning
We'll support you with tax planning whether you're just starting out, retired or somewhere in-between.
Corporate services
We can help entrepreneurs and corporate directors manage their personal, business and employees financial security.
Intergenerational planning
We will advise families on how to use their collective wealth to support future generations.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.
The UK's Largest Wealth Management Partner of St. James's Place
0208 042 1000
Mon - Fri: 9am - 5pm
Our purpose is to help you achieve the best life possible with the money that you have. We will work with you, putting your life at the center of our engagement.
Your data is only shared with select advisers.
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*Number of partners as of 12/09/2023
SJP Approved 26/09/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
OneWealth Ltd is registered in England and Wales, Number 12584748. Registered Office: Summit House, 13 High Street, Wanstead, London, E11 2AA.
OneWealth Ltd together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us on this form and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner Practice's Privacy Policy which can be accessed on thier website and St. James's Place Wealth Management pllc's Privacy Policy which can be accessed at www.sjp.co.uk/site-services/privacy-policy.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, any the value can therefore go down as well as up. You may get back less than you invested.