Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I 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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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Business owners
I 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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Professional partnerships
Put in place plans to create financial clarity and fulfil your ambitions for now and into retirement.
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Paula Sherlock-Cross
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Copyright St. James's Place © 2025