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St. James’s Place | One to One Financia...

St. James’s Place

Invaluable Advice | St. James’s Place | One to One Financial Advice

Founded 1991 United Kingdom Cirencester, United Kingdom 3723 employees Finance, Financial Services +2

General Information

Company Name St. James’s Place
Founded Year 1991
Location United Kingdom Cirencester, United Kingdom +22
Founders / Decision Makers
Team member
Employees 3723
Industries Finance, Financial Services, Insurance +1
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About St. James’s Place

St. James’s Place is a financial services startup founded in 1991, specializing in wealth management, insurance, and financial planning. The company prides itself on providing invaluable, one-to-one financial advice, aiming to make a positive impact on the lives of their clients and their loved ones. St. James’s Place differentiates itself by offering personalized, relationship-based advice in an era where such guidance is increasingly rare.

The St. James’s Place Partnership offers individualized financial advice to instill confidence in clients as they navigate life’s financial journey. The company emphasizes that its representatives, known as Partners and Partner Practices, are dedicated to acting in the best interests of their clients. St. James’s Place Wealth Management plc, the entity behind the St. James’s Place Partnership, is duly authorized and regulated by the Financial Conduct Authority in the UK.

Headquartered in St. James’s Place House, Cirencester, Gloucestershire, the company has garnered trust and recognition over the years, evident in its approval status until 11/03/2024. With its commitment to personalized service and ethical financial guidance, St. James’s Place continues to thrive in the competitive landscape of wealth management and financial services.

Taxonomy: Wealth Management, Financial Advice, Investment Planning, Retirement Planning, Insurance Solutions, Family-oriented Financial Services, External Provider Access, Discretionary Portfolio Management, Tax-efficient Investments, Diversified Investment Portfolio, Specialist Insurance Solutions, Charitable Foundation, In-house Fund Management, Client-focused Services, Face-to-face Wealth Management Services

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St. James’s Place Alternatives & Competitors

St. James’s Place vs
Wellesley
Wellesley United Kingdom

We are a team of highly experienced financial experts dedicated to fulfilling your wealth’s potentia...

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St. James’s Place vs
OneWealth Ltd
OneWealth Ltd United Kingdom

We strive to work in partnership with you, putting your life at the center of our engagement.

21 employees
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St. James’s Place vs

Independent Advice Delivered with integrity and care.

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FAQ About St. James’s Place

Invaluable Advice | St. James’s Place | One to One Financial Advice
St. James’s Place was founded in 1991.
St. James’s Place is headquartered in Cirencester, United Kingdom.
St. James’s Place operates in the following industries: Finance, Financial Services, Insurance, Wealth Management.
St. James’s Place has approximately 3723 employees.
Top alternatives and competitors to St. James’s Place include Wellesley, OneWealth Ltd, Linea Private Wealth Management, LLC, Morrinson Wealth, Navigation Wealth Management Ltd. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
St. James’s Place and Wellesley are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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