About us

We are a family company at heart, built on real family values and we will always be honest with you. We focus on quality, trust and long-lasting relationships; if you are serious about your financial future then join with us, as you’ll find it hard to beat us on long-term value. 

At MWealth, we will ensure that you receive lasting, expert advice and support, designed to help you achieve your financial goals and lifestyle ambitions, with personal advice. We will always listen to your needs, your challenges and aspirations and help create a flexible, financial plan to help achieve them with a choice of face-to-face or online meetings. 

Our highly qualified technical team will provide an honest, written assessment of existing policies, plans and investments already in place. 

With our ongoing service and advice, you will receive regular contact and reviews, creating the trust and peace of mind that we are continuously monitoring your investments, while understanding your circumstances and always with your best interests at heart.

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.