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:

Investment Management
We aim to provide long-term growth in the aim of creating a more secure future.
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Financial Freedom
With our advice and service, we can help guide you through these complexities to help you have the your retirement you'd hope for.
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Advisory Services for Accountants
In today's tech-driven landscape, professional service firms have a prime opportunity to elevate the value they deliver to clients through comprehensive wealth management solutions.
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Estate Planning
Inheritance tax planning – protecting your and your family from avoidable taxes.
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Protection
Protection planning isn’t the most exciting topic. Passing away or suffering a serious illness are things we might not want to think about. Of course, none of us know what the future holds.
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Supporting all legal professionals
Law is a demanding profession. It’s a high pressure, high performance career, but one with the opportunity for high financial rewards. Here to advise and support you, your business, and your family with long-term, expert advice.
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Alex Danks
Futurum Financial Advice
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Copyright St. James's Place © 2025