What is financial wellbeing?

True financial wellbeing starts with using money mindfully. It’s about feeling confident that your spending, saving, and investing decisions support the life you want now and in the future.

Beyond simply building a stable financial life, financial wellbeing reduces stress, brings focus, and helps you live with a greater sense of purpose. This confidence often enhances relationships and even has a positive ripple effect on the people in your life.

How we can provide it

In simple terms, we help people make sure their money supports what’s most important to them.

It may seem odd that anyone would need help with this, since we’re all making spending decisions every day, but in our experience, most people don’t have the tools to make thoughtful choices that truly reflect their priorities.

We help clients prioritise their spending based on what’s most important to them. Truly confident financial planning involves looking beyond the defaults and creating a path that aligns with our unique values and dreams. Imagine the difference if your choices were in sync with your real goals. How much more secure would you feel in your financial future?

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.