For Employees
It’s easy to feel overwhelmed and confused by financial products, but we’re here to guide you through the options and get your finances in shape. Whatever your circumstances and wherever you are on life’s journey, we look at your big picture and help you plan for the future you want. Plus, with a range of valuable financial benefits available too, we can help grown your financial confidence and put you in control.
Get all the help you need right here:
- Get no obligation, friendly financial advice to help plan for the future you want.
- We can help you trace lost pensions, get to grips with saving and investment planning, and make great financial decisions.
- Whatever your stage of life, we guide you through the maze of financial possibilities.
Forecasting your future
See what your financial future looks like:
Cashflow forecasting gives you the chance to see what your financial future has in store and makes it easy to see how changes here and there will affect your finances.
We use a powerful tool called Voyant to reveal the full picture, taking you through the results and helping you discover the many ways it can help you plan for tomorrow.
Pension Tracking
Let’s track down what’s yours:
If you’ve had a few different jobs in the past, it’s likely that you already have one or more pensions – and if you switch addresses or your paperwork goes astray, it’s easy to lose track of them along the way.
Don’t worry though. We can help track down all your old pensions and review them to make sure they still meet your requirements.
Your financial journey
Expert advice tailored to you:
There’s no ‘one size fits all’ solution when it comes to financial planning. The right advice for you depends on where you are on your financial journey, and where you want to go in the future.
Whether you’re just getting to grips with saving and investing, or you’re looking for a mortgage or starting a family – or maybe you can see retirement on the horizon and you want some good pension advice – we can help you make great decisions and get on the right financial track.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of 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.
