We are based in Edinburgh with access to offices in London offering a wide range of services, from investment planning to inheritance tax planning, pension planning to protection planning. We offer a full no-obligation appraisal with each service standard on a personal basis. 

You are the most important part of our business and our future success depends on how well we advise and help you plan for the future. 

We believe in delivering quality, personalised advice to help grow and protect your wealth and will work with you to find investment solutions which meet your needs and long-term objectives. Our Principal and Senior Partner Peter Bell has almost 30 years of experience in wealth management and is continually developing professionally to ensure the highest quality advice and ongoing service.

Our advice is backed by the St. James's Place Guarantee, which guarantees the suitability of advice given to you. 

Take a look at our FAQ brochure here.

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.