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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Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, we can help with this.
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Charities
Explore the facilities that manage charitable funds for a wide range of organisations, acknowledging that every charity is different.
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Financial Advice for Education Professionals
At J.A. Financial Planning, we are dedicated to understanding your financial goals and help you achieve them.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Jak Ali
J.A. Financial Planning Ltd
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Copyright St. James's Place © 2026