About you

Retirement isn’t about aiming for a specific number – it’s about creating a vision and building towards that bit by bit. Most of the people we meet want to know one thing: “Will I be okay financially when I retire?”

We help to guard you against drawing too much, but also encourage you when you are able to spend more to enjoy life now. Whether retirement seems far away, it’s getting close, or you’re already in it, our aim is to give you peace of mind and a plan you feel comfortable with.

Many of our clients are in their 30s and 40s, earning more than they used to, and starting to think about the bigger picture. You might be buying a home, changing career, raising a family or simply wanting to organise your financial situation more effectively.

We keep things simple. No jargon or pressure – just clear guidance on pensions, investing, protection and good financial habits that make life feel more stable and less overwhelming.

Getting ahead of the game and starting good habits now is the way to ensure your future financial life gives you the lifestyle you desire.

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.

Bristol is full of brilliant business owners, and many of the people we support are running companies in areas in Bristol such as Downend, Frenchay and the wider South West area.

We help businesses plan for the future, prepare for expected – and unexpected – events and extract profits in a tax efficient way to gain the clarity and confidence to make decisions that support both you and the business.