We are experienced in helping young professionals and are passionate about being with them on their financial journey from the very beginning. We invest our time in them because they are the talent of tomorrow. 

Many young professionals want to invest sustainably, have access to the best technology and work with an Adviser who takes their time to explain and engage in an approachable way.

We love working with young professionals as these are the relationships that will span many decades, as long as 30 or 40 years. The more time you give us, the more value we add, so this provides us with the perfect opportunity to help achieve everything that’s important to you in life. For us, there is nothing more special and rewarding than that. 

Young professionals are keen to learn and soak up new information. We share our knowledge about investment theory and wealth management in a way that is interesting and engaging. This will also involve coaching on the psychology of investing and behavioural economics, a fascinating topic that is vital for success. 

We appreciate that if you’re under 40 you may not know what your long-term goals are yet. We ask the right questions to help clients discover their ambitions. We then map these out and design the perfect plan to achieve them together. 

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.