About us

The registered business address is in Dollar with additional offices in Edinburgh, Glasgow and London. 

We provide the following services to our clients: 

Private Clients

  • Investment and Retirement planning
  • Protection and Insurance 
  • Trust and Estate planning* 

Corporate Clients 

  • Corporate pensions and employee benefits 
  • Shareholder protection and key person cover for senior people; 
  • Business Protection 
  • Wealth management advice to senior executives;
  • Introductions to other professional organisations e.g. insurance broker, accountant or bank.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Trusts are not regulated by the Financial Conduct Authority.