Your financial advice for life
Whether you want to retire early or reach a rewarding financial goal, our certified financial advisors are here to help you make it happen.
From mortgages to pensions to insurance, we’ve got you covered
-
Retirement Planning
A solid retirement plan will help you to finish work earlier, with more time to spend on the things you want to do. We’ll guide you through each option, help you make the most of your savings and help you get set for a secure retirement with expert financial planning services.
Start planning -
Investment Planning
From ISAs to bonds, stocks and shares, we’re here to help you fund your future safely. Backed by guarantee*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products. financial expert advice, we’ll make sure that it’s your money that works the hardest.
Start investing -
Mortgages
Mortgages don’t have to be stressful. We’ll demystify the options, find you the best deal and explain every step along the way. With all the paperwork and process taken care of, you can concentrate on moving into the home you love.
Find a mortgage
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
500+
Mortgages in the last 7 years
WHY WORK WITH US
You’re at the centre of every plan
“Sean has been a fantastic help to my family. He’s incredibly easy to deal with, explains everything clearly and I can’t recommend him highly enough.” Martha
Everyone aspires to something. Whether it’s a once-in-a lifetime getaway, making sure your family is secure or finishing work for more time on the golf course, we’re here to help you make those plans a reality.
From pensions to mortgages to savings and more, we love putting our knowledge and experience to work on your behalf. Every situation is different which is why we offer qualified, professional, friendly advice, backed by a guarantee from St. James’s Place.
Qualified, professional financial advice in Oakham
If you’re looking for expert guidance on the best way to fund your financial future, just make an appointment. Our consultations are without obligation and we’re confident in finding the right answer for your unique situation.
- Have you got questions about mortgages or pensions?
- Are you looking for in-person, one-to-one financial advice?
- Are you ready to start planning for your retirement and investments?
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
Just fill in your details and we’ll get straight back to you. Or call us on 01572 335600.
