'Providing clarity and peace of mind in matters financial'
Chapman Associates, Senior Partner Practice of St. James's Place Wealth Management, specialises in all aspects of financial planning for families, individuals and businesses. Whether you are just starting out, considering saving for the first time, in need of investment advice as you near retirement or looking to protect your wealth for future generations, we can help guide you on a path that’s right for you.
Financial planning and advice
Our broad range of services cover everything from investment advice through to helping you plan for your retirement, lessening the financial impact of a critical illness and ensuring that the structure of your will* is adequate to provide for your loved ones.
Likewise for businesses, our succession planning can ensure a smooth transition should one of the shareholders die, and protect the profits if a key person should pass away or suffer a critical illness.
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.
*Will's involve a service which is separate and distinct to those offered by St. James's Place and not regulated by the Financial Conduct Authority.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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