St. James's Place

St. James's Place plc is a leading British financial advice and wealth management company based in Cirencester, UK. Founded in 1991, it has grown through mergers and acquisitions, including a significant restructuring in 2000 when Halifax plc acquired a 60% stake. The company primarily serves high-net-worth individuals and businesses, offering a wide range of financial services.The services provided by St. James's Place include personalized financial advice, investment management, retirement planning, and later-life planning. They also offer specialist banking and cash management solutions, mortgages, and business finance. The company has shown strong financial performance, managing client funds totaling £153.7 billion as of July 2023, and reporting a pre-tax profit of £140.2 million for the first half of 2023.