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OUR PROCESS
OUR PROCESS

We free up your time and ensure your future is secured.

HOW IT WORKS
01.07 MIN

We create bespoke financial plans, highly personalised & aligned to your aspirations.

Delivering the truly personalised service you’d expect from a boutique financial practice, we are also underpinned by the resources and scale of a FTSE 100 company - the UK's largest the UK’s largest wealth management firm by funds under management.

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.

See the process

Discover who we help.

We build intelligent, holistic, tax efficient wealth management programmes for a select group of private clients, families and institutions.

Who we Help

For you and your family

Empowering you with the freedom to live your life, your way.

For entrepreneurs and SMEs

Complementing your innovation with a plan to scale and exit.

For more complex cases

From private equity professionals to UK resident non-domiciled individuals, we have the experts in your field.
Workplace solutions
From private equity professionals to UK resident non-domiciled individuals, we have the experts in your field.

It’s a common misconception that wealth management is only suitable for the rich and famous.

Everyone can benefit from having a financial plan. In fact, if you don’t employ an expert to manage your wealth for you – then you’re inheriting that responsibility for yourself.

Value Of Advice
VALUE OF ADVICE
01.07 MIN

We measure success not just by the numbers, but by the lasting relationships we build.

NAUMAN GODAL
Managing Director

We know wealth isn’t just money. It's the freedom to live your life, your way.

Your aspirations matter to us, and our advisers are here to help you reach them with a bespoke financial plan. Your wealth, your goals, and your priorities, are ours too.

Meet Apollo

Boutique service, global resources.

Discover the benefits of being part of the UK's
largest wealth management firm.

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St. James’s Place in numbers

THE UK'S
#10
Wealth Management Company by Funds under Management
LOOKING AFTER
£0bn
Worth of Assets
WITH A RATING OF
0>
On VouchedFor
Information correct on 21 November 2023. Growth is based on the median annualised net return across all assets under management.
What can we do for you?

Helping you coordinate all aspects of your financial life – so you can focus on what’s important to you.

  • We measure success not just by the numbers, but by the lasting relationships we build.

    JOHN O’CONNORY
    Apollo Private Wealth Client
  • 2We measure success not just by the numbers, but by the lasting relationships we build.

    JOHN O’CONNORY
    Apollo Private Wealth Client
  • 3We measure success not just by the numbers, but by the lasting relationships we build.

    JOHN O’CONNORY
    Apollo Private Wealth Client
  • 4We measure success not just by the numbers, but by the lasting relationships we build.

    JOHN O’CONNORY
    Apollo Private Wealth Client
  • 5We measure success not just by the numbers, but by the lasting relationships we build.

    JOHN O’CONNORY
    Apollo Private Wealth Client
  • 4We measure success not just by the numbers, but by the lasting relationships we build.

    JOHN O’CONNORY
    Apollo Private Wealth Client
  • Family planning and intergenerational wealth management

  • Tax planning and optimisation

  • Estate and inheritance tax planning

  • Investment management

  • Advice for UK resident non-domiciled individuals

  • Access to specialist banking and lending services

Discover Our Services

Your future is our priority

See how advice could benefit you.
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