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:

Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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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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Long term care service
Arranging care for yourself or a loved one is an emotional and complicated time. Help with the important issues is on hand.
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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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James Barnett
Excalibur Wealth Management
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Copyright St. James's Place © 2026