St. James's Place Plc (1IV)

Profile

https://www.sjp.co.uk

St. James's Place Plc is a UK-based wealth management and financial advice company headquartered in Cirencester, Gloucestershire, founded in 1991. The firm operates a vertically integrated, advice-led model that combines personalised financial planning, platform administration, and investment management within a single service. It provides one-to-one, face-to-face advice through a large network of advisers, targeting individuals, families, trustees, and businesses seeking comprehensive wealth solutions. St. James's Place focuses on areas such as investment management, retirement and pension planning, later-life and estate planning, inheritance tax and intergenerational wealth management, as well as banking, cash management, mortgages, protection, and business finance. Many of its products are insurance-based investment and pension solutions, complemented by unit trusts, ISAs, and discretionary fund management services. The company has a strong presence in the UK and also serves clients in markets such as Singapore, Hong Kong, and the Middle East, positioning it as a significant participant in the advice-led wealth management sector.