Need support? Contact 01302 791 900
Need support? Contact 01302 791 900

For Employees

It’s easy to feel overwhelmed and confused by financial products, but we’re here to guide you through the options and get your finances in shape. Whatever your circumstances and wherever you are on life’s journey, we look at your big picture and help you plan for the future you want. Plus, with a range of valuable financial benefits available too, we can help grow your financial confidence and put you in control.

We support your financial wellbeing

Get all the help you need right here

  • Our free financial healthcheck via The Financial Clarity Scorecard takes a snapshot of your finances and helps us understand how things are shaping up

  • Get no obligation, friendly financial advice to help plan for the future you want

  • We can help you trace lost pensions, get to grips with saving and investment planning, and make great financial decisions

  • Whatever your stage of life, we guide you through the maze of financial possibilities

Take your next step

Take a look at what we offer, then get in touch to talk through the ways we can support you. Simply click through using the buttons below to fill in a few details, or complete the contact form at the bottom of the page and we’ll be in touch.

Your free financial healthcheck

How are your finances shaping up?

Are your finances where you want them to be? The Financial Clarity Scorecard™ is a quick and simple way to find out how you shape up financially. Just answer a few straightforward questions and we’ll give you the results straightaway – you’ll even get a tailored report direct to your inbox.

The assessment is free and only takes a few minutes, and the results are completely confidential and personalised to you.

Please note that a copy of the report will be provided to Woodruff Hill.

Start Here

Your financial journey

Expert advice tailored to you

There’s no ‘one size fits all’ solution when it comes to financial planning. The right advice for you depends on where you are on your financial journey, and where you want to go in the future.

Whether you’re just getting to grips with saving and investing, or you’re looking for a mortgage or starting a family – or maybe you can see retirement on the horizon and you want some good pension advice – we can help you make great decisions and get on the right financial track.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

Start Here

Trace your lost pensions

Let’s track down what’s yours

If you’ve had a few different jobs in the past, it’s likely that you already have one or more pensions – and if you switch addresses or your paperwork goes astray, it’s easy to lose track of them along the way.

Don’t worry though. We can help track down all your old pensions and review them to make sure they still meet your requirements. Just click through to answer a few questions, and we’ll take it from there.

Start Here

Forecasting your future

See what your financial future looks like

Cashflow forecasting gives you the chance to see what your financial future has in store, and makes it easy to see how changes here and there will affect your finances.

We use a powerful tool called Voyant to reveal the full picture, talking you through the results and helping you discover the many ways it can help you plan for tomorrow.

Start Here

Richard Hill undoubtedly has an extensive and deep understanding of the current economic climate but equally has a gift for being able to explain situations to those of us with more limited experience. We have valued immensely the professional advice we have received and the work that he has done on our behalf. It is very comforting to know that a friendly and exceptionally supportive voice is at the end of a telephone line or here in person to help manage our financial affairs. My wife and I would have no hesitation in recommending him to others

Anthony C Wilson

I have known Andrew now for quite a few years and find his advice to be well-founded, responsible and prudent. Even a few months ago when the markets were in free fall, he was still giving positive, trustworthy advice and support, and advising me to be patient and weather the storm. I trust his knowledge of financial matters and would recommend him to anyone.

J H Holmes

Richard is very professional and always takes the time to ensure that I fully understand any financial matters that we discuss. I feel confident in the advice that he provides and would not hesitate to recommend him to anyone.

John Diggins

Let’s start the conversation

Call our team on 01302 791 900 or fill in the form below and we’ll get in touch.

  • Woodruff Hill together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see our Privacy Policy or the St. James’s Place Privacy Policy