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:

Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Medical professionals
Specialist financial advice and tailored planning for NHS professionals, GPs and dentists.
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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 © 2025