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:

Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Financial professionals
We know that a career in finance can be particularly demanding and hectic. And even if you work with money and investments on a daily basis, it’s still good to be able to discuss your own personal financial goals with another professional.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Parents
What’s more important than family? Making sure they are protected financially is key to most people’s peace of mind.
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Young Professionals
In your 20 and 30’s thinking about your financial future may be a secondary thought, retirement feels a long way off and saving for it is often not a priority.
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Retirement Planning
Even if retiring early isn’t your intention, planning for that eventual day you walk out of work for the final time is crucial to ensuring you have the retirement you always envisaged.
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Jonathan Castell
JDC Financial Planning Limited
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Copyright St. James's Place © 2025