Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Critical Illness and Catastrophic Injury Settlement Investment Services
Our specialist critical illness settlement service helps clients make informed decisions about their financial future, ensuring settlement proceeds are structured and invested appropriately to support their needs both now and in the years ahead.
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Probate Investment Services
Our specialist probate investment service is designed to help solicitors and executors manage estate assets prudently, ensuring funds remain aligned with the estate's objectives whilst maintaining appropriate levels of security and liquidity.
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Trustee Investment Services
Our specialist trustee investment service helps trustees make informed decisions about the management of trust funds, ensuring assets are structured and invested appropriately to support beneficiaries now and in the future.
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Copyright St. James's Place © 2026