Trusted financial advice for the legal sector
As busy professionals, time is precious, so keeping on top of your finances and managing your wealth - a task that can be both time-consuming and complex - can often fall down your list of priorities. At St. James's Place, we want to work together to help you achieve your financial goals. Our financial advisers will help you plan a way forward that’s right for you, tailoring advice that is specific to your long-term visions.
Our advisers have, on average, over 18 years’ experience in their field and include some of the most experienced and able professionals working in wealth management today. It is for these very reasons that we have been selected as a strategic partner of the Law Society of Scotland, supporting members by uncovering each individuals’ circumstances, financial needs and aspirations.
Supporting your business and your clients
As a solicitor, achieving the best outcome for your client is a key priority. However, for a holistic service, ensuring that the client takes advice on areas outside of your immediate professional expertise, is also important. The professional firms we work with can rely on our scale and quality of service on which we have steadily built our position as one of the UK’s premier wealth managers.
Our expertise includes advice on investments, retirement planning, intergenerational wealth & protection. Furthermore, our investment management approach draws upon the expertise of some of the world’s top investment management teams to help clients maximise their investment opportunities beyond their businesses.
We aim to shield your business and clients from undue risks in the pursuit of long-term financial growth and security. We understand what it is to have an obligation to cater for a client’s complete needs. Working with St. James’s Place will ensure that duty is met.
We focus on achieving and maintaining a thorough understanding of your client’s financial goals. We believe passionately that the best wealth management service is provided through personal, face-to-face advice. We possess the qualities you want in a trusted business partner: expertise, reputation, financial strength.
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.
Get in touch
If you would like to receive a no obligation financial consultation or discuss any financial questions or concerns you may have, please click here to speak to one of our experts today.
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership in the UK represent St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s Place Wealth Management Plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. Registered in England Number 4113955.