Traditional wealth management often focuses purely on your financial goals, without understanding the bigger picture of what wealth truly means to you. We specialise in helping individuals, business owners and corporations to explore and redefine wealth so we can develop strategies to achieve what is most important to you, your business and your people.

Helping you: LifePlan

The LifePlan explores your goals and aspirations and sets out a strategy to achieve them.

A typical LifePlan spans 50 years and incorporates a number of financial, legacy and protection strategies to help you achieve your long-term vision.

Invest in you

Each LifePlan details tailored financial strategies designed to meet our clients goals at different stages of their life journey ranging from young families, through to those enjoying financial freedom in retirement.

Create your legacy

What does legacy truly mean to you?

When we explore this with our clients they tell us about their hopes and aspirations for themselves and future generations. Many people want to leave a lasting legacy, and enjoy this with their family whilst still around.

We help you to develop your legacy, meaning the mark that you leave in life is on your terms.

Protect yourself

Peace of mind is knowing that you and your loved ones will be safe in any eventuality. As part of your LifePlan we develop strategies to protect everything you’ve built covering you, your family, and your legacy against any unexpected events.


Helping your business: LifePlan+

Our LifePlan+ is for business owners aligning their personal goals and aspirations with that of their business. It includes strategies to help you grow and protect your business, ensuring you exit on your terms*.

Invest in your business

It is often the case that business owners fail to realise the true value of their company, and how this relates to their LifePlan. We work closely with you to develop the right financial and growth strategies for you and your business to help achieve your full potential.

Create your business legacy

What legacy would you like to leave after exiting your business?

Our clients often tell us that how they exit a business is as important as building it.

Having a plan in place early on is crucial to preserve the legacy of your business, making sure it continues on the way you would want it to, and ensuring your personal legacy aligns with your business.

Protect your business

In addition to family, lifestyle and legacy business owners also face having to protect what is often their biggest financial asset, the business itself. Many businesses are damaged by events that occur through no fault of their own, for instance losing a key person to injury or illness, or worse.

We take time to explore your business, and identify where the real risks are. Then we develop the right plan to protect what you have built from all eventualities.

Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.


Helping your people: Group LifePlan

A Group LifePlan is designed to help businesses attract and retain talented people, by aligning their offering to their people’s purpose.

The world has changed, and people are looking beyond a traditional financial package. People want to work with businesses that understand and support them to help achieve what is truly important – enriching their wellbeing and ensuring they thrive in and out of the workplace.

Investing in your people

We help your people explore their purpose, and the goals that are truly important to them. These relate to their income, wellbeing, family, lifestyle, and the legacy they want to leave behind.

We deliver a bespoke programme tailored to help your people achieve what is important to them, often incorporating presentations or webinars covering financial education, wellbeing and more.

Your legacy – a workplace of choice

A person’s ability to achieve their lifelong goals is usually dependant on two key areas, income and wellbeing. Both and are intrinsically linked to their workplace. We help businesses align their offering to best support their people’s purpose and lifelong goals.

When organisations align their offering and purpose with that of their people, they can engage on a much deeper level. Studies have shown this is a key attribute to a business becoming a workplace of choice, and retaining key people.


St. James’s Place Wealth Management

We have chosen to work with St. James’s Place. As one of the UK’s leading wealth managers, their expertise is exceptional, giving our clients access to many of the leading fund managers from around the world.

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.

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Explore what wealth means to you.