Retirement planning is one of the most common reasons why our clients come to us. Whether you’re approaching retirement or already retired, we can help to maximise your standard of living, get the most out of your investments and ensure you utilise the most efficient way to pass your wealth down to your dependents.

With so many options to choose from, we know how complicated it can all seem, but we’ll simplify and clarify what you should and shouldn’t do, from maximising your existing pension fund to looking at alternatives that are right for you. We might even be able to help you retire earlier than you thought.

We’ll help you to plan ahead and to keep abreast of all changes that impact you and your family. You might be employed, self-employed or perhaps run a business and need to know what’s best to do for your employees. Whatever your circumstances, we can help.

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.