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:

Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Sports professionals
Sports professionals understand that their careers can be short and that wealth should be nurtured and protected. We can help.
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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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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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City professionals
Expert advice for City professionals across a range of financial planning matters is available.
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Contractors
As a contractor, you need to provide your own financial benefits package for retirement, savings and protection against risk. There's lots to think about, and we can make sense of it all.
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Daniel Morris
M Wealth
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Copyright St. James's Place © 2025