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MENUHomeAbout usAbout SJPNewsAdvice and servicesSpecialist adviceContactMeet the teamTestimonialsInvestment management approachAwardsSt. James's Place Charitable FoundationInsightsInvestment planningRetirement planningProtection planningCorporate servicesMortgages and specialist bankingExploring intergenerational wealth managementOther servicesCalculatorsMedical professionalsBusiness ownersCompany directorsAdvice in retirementSports professionalsCharitiesHomeAbout usAbout us The Financial Services market place continues to be ever changing and evolving, and with major institutions such as Banks closing or reducing their Financial Advisory propositions the availability of high quality, tailored Wealth Management and Financial Advice is becoming a scarce resource. We specialise in addressing simple and straightforward issues such as mortgages and protection or designing more complex solutions such as investments, taxation or trust and succession planning. In general, we provide reliable and expert advice across four principal financial objectives: Build and preserve capital Manage cash and borrowings Protect against financial risk Manage business more effectively 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. Trusts are not regulated by the Financial Conduct Authority. More about usWe provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.More about usWe build personal, long-term relationships – putting you at the heart of everything we do. Learn more about our knowledge and experience.Read moreAdvice and services We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. Find out moreContact usPlease get in touch to discuss your financial requirements in more detail.ContactRichard C BoothRichard Booth Wealth Management LtdContactCopyright St. James's Place © 2025Quick linksHomeAbout usAbout SJPAdvice and servicesSpecialist adviceContactGet in touchContact usPrivacy policySite disclaimerTerms and conditionsAccessibilityCopyright St. James's Place © 2025

MENUHomeAbout usAbout SJPNewsAdvice and servicesSpecialist adviceContactMeet the teamTestimonialsInvestment management approachAwardsSt. James's Place Charitable FoundationInsightsInvestment planningRetirement planningProtection planningCorporate servicesMortgages and specialist bankingExploring intergenerational wealth managementOther servicesCalculatorsMedical professionalsBusiness ownersCompany directorsAdvice in retirementSports professionalsCharitiesHomeContactContact usPlease feel free to contact us on the details below with any financial queries or concerns which you may have.Arrange meetingMake enquiryRequest callbackRichard C BoothRichard Booth Wealth Management LtdContactCopyright St. James's Place © 2025Quick linksHomeAbout usAbout SJPAdvice and servicesSpecialist adviceContactGet in touchContact usPrivacy policySite disclaimerTerms and conditionsAccessibilityCopyright St. James's Place © 2025

MENUHomeAbout usAbout SJPNewsAdvice and servicesSpecialist adviceContactMeet the teamTestimonialsInvestment management approachAwardsSt. James's Place Charitable FoundationInsightsInvestment planningRetirement planningProtection planningCorporate servicesMortgages and specialist bankingExploring intergenerational wealth managementOther servicesCalculatorsMedical professionalsBusiness ownersCompany directorsAdvice in retirementSports professionalsCharitiesHomeAbout usSt. James's Place Charitable FoundationWe have a responsibility to use our influence and our money to make a lasting difference. Money has the power to change lives. But money doesn’t change the world. People do. The St. James's Place Charitable Foundation has been supporting those in need since 1992. We aim to make a positive and lasting difference to people’s lives by awarding grants to small and medium charities, supporting the incredible work they do in their communities every day. The Charitable Foundation has raised over £139 million so far, supporting millions of people across the world. We believe everybody should prosper, not just the wealthy few. Established in 1992, the Charitable Foundation is a large corporate foundation. It supports the in the following areas through it's grant-making: Helping children and young people who have a physical or learning disability or are disadvantaged Hospices Cancer support charities Mental Health The range of grant programmes reach out to smaller charities; ones which aren’t necessarily in the public eye but provide vital services in their communities. The SJP community of employees and advisers take part in a wide range of fundraising activities throughout the year. Around 80% of our employees and Partners make a regular monthly gift to the Foundation. Every pound raised is matched by St. James's Place - with the company donating over £4.6m to the Charitable Foundation in 2024. The Charitable Foundation’s impact is far reaching and enables long-term positive change for the charities and the people it supports: Over the past 30 years it has granted millions of pounds to charities, with £8.8 million being awarded in 2024 alone. It provides funding and support to over 800 charities every year – with approximately 85% of funding going to charities in the UK and 15% overseas. 5 million people have been directly supported and 8 million indirectly. In the past, the Foundation has paid the salary of a youth worker supporting disadvantaged young people and helped to build a specialist hydrotherapy pool for children with severe disabilities. We’ve been able to support another 7.7 million people indirectly too. For more information on the St. James's Place Charitable Foundation and to find out how to apply for a grant please visit the St. James's Place Charitable Foundation website. Registered Charity Number 1144606 *Association of Charitable Foundations: Foundations Giving Trends Report 2022Richard C BoothRichard Booth Wealth Management LtdContactCopyright St. James's Place © 2025Quick linksHomeAbout usAbout SJPAdvice and servicesSpecialist adviceContactGet in touchContact usPrivacy policySite disclaimerTerms and conditionsAccessibilityCopyright St. James's Place © 2025

MENUHomeAbout usAbout SJPNewsAdvice and servicesSpecialist adviceContactMeet the teamTestimonialsInvestment management approachAwardsSt. James's Place Charitable FoundationInsightsInvestment planningRetirement planningProtection planningCorporate servicesMortgages and specialist bankingExploring intergenerational wealth managementOther servicesCalculatorsMedical professionalsBusiness ownersCompany directorsAdvice in retirementSports professionalsCharitiesHomeAbout usSt. James's Place awardsWe’re pleased to have won numerous awards over the years, voted for by industry experts and the public. While it’s not all about awards, it is nice to be recognised for doing a good job. 2025 Communication and Education Award - Winner ​- Better Society Awards 2025 Wealth Management Company of the Year - Winner - City of London Wealth Management Awards 2025 Customer Relationship Excellence - Winner - Financial Services Eagles Awards 2025 Innovation in Customer Service in Financial Services - Bronze Winner​ - The Stevie Awards 2025 Achievement in Customer-Centric Culture - Silver Winner - Globee Awards for Customer Excellence 2025 Wealth Management - Winner - Gramercy Institute of Financial Marketing Strategy Awards 2025 SJP & Sky Arts - Best TV Sponsorship - Winner - UK Sponsorship Awards 2025 2024 Good Money Award - Winner - Better Society Awards 2024 Gold Achievement in Customer Experience – Financial Services - Winner - The Stevie Awards for Sales & Customer Service Bronze Achievement in Customer Service – Financial Services - The Stevie Awards for Sales & Customer Service Organisation of the Year - Winner - Excellence in Customer Service Award 2024 Customer Care - Winner/Gold Award - The International CSR Excellence Awards 2024 International CSR Excellence: Champion of Champions 2024 - The International CSR Excellence Awards 2024 Community Commitment - National Champion - The International CSE Excellence Awards 2024 Best Financial Adviser - Winner - The Personal Finance Awards 2024/25 Best Investment ISA - Highly Commended - The Personal Finance Awards 2024/25 Placed in Top 100 Advisers - FT Financial Adviser Forum 2024 2023 Good Money Award – Better Society Awards 2023 Wealth Management Company of the Year – City of London Wealth Management Awards 2023 Best Advisory Service - Online Money Awards Consumer Champion of the Year - Company - MoneyAge Awards 2022 Wealth Management Company of the Year – City of London Wealth Management Awards 2022 Financial Advisory Firm of the Year – Awarded Bronze – Citywealth Magic Circle Awards 2022 Best Advisory Service – Online Money Awards 2022 Best Customer-Centric Culture – Large Company – Awarded Silver – UK Customer Experience Awards 2022 Global Good Company of the Year – Awarded Gold – The Global Good Awards 2022 Best Financial Adviser – Personal Finance Awards 22/23 Best Customer Service – Shares Awards 2022 2021 Wealth Manager of the Year – Growth Investor Awards Best Advisory Service – Online Personal Wealth Awards Best Wealth Manager – Shares Awards Best Financial Adviser – Personal Finance Awards 2020 Best Wealth Manager – Shares Awards Championing LGBTQ Inclusion - Financial Adviser Diversity in Finance Awards Wealth Management Company of the Year – City of London Wealth Management Awards Best Advisory Service – Online Personal Wealth Awards 2019 Best Financial Adviser – Personal Finance Awards Best Wealth Manager – Shares Awards Wealth Management Company of the Year – City of London Wealth Management Awards Best Wealth Planning Team – Wealth Adviser Awards Best High Net Worth Team – Wealth Adviser Awards Best Wealth Manager Growth Portfolio – Wealth Adviser Awards 2018 Best Financial Adviser - Personal Finance Awards Best Wealth Manager – Shares Awards Wealth Management Company of the Year – City of London Wealth Management Awards Outstanding Accomplishment – City of London Wealth Management Awards Best Private Client Investment Manager – Wealth Adviser Awards Best Wealth Planning Team – Wealth Adviser Awards 2017 Best Financial Adviser – Personal Finance Awards Best Wealth Manager – Shares Awards Wealth Management Company of the Year – City of London Wealth Management Awards Best Private Client Investment Manager - Wealth Adviser Awards Richard C BoothRichard Booth Wealth Management LtdContactCopyright St. James's Place © 2025Quick linksHomeAbout usAbout SJPAdvice and servicesSpecialist adviceContactGet in touchContact usPrivacy policySite disclaimerTerms and conditionsAccessibilityCopyright St. James's Place © 2025

MENUHomeAbout usAbout SJPNewsAdvice and servicesSpecialist adviceContactMeet the teamTestimonialsInvestment management approachAwardsSt. James's Place Charitable FoundationInsightsInvestment planningRetirement planningProtection planningCorporate servicesMortgages and specialist bankingExploring intergenerational wealth managementOther servicesCalculatorsMedical professionalsBusiness ownersCompany directorsAdvice in retirementSports professionalsCharities.eCpIlf{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:column-reverse;-ms-flex-direction:column-reverse;flex-direction:column-reverse;}/*!sc*/ data-styled.g109[id="SharedFooterstyles__StyledSharedFooter-sc-l8ttv2-0"]{content:"eCpIlf,"}/*!sc*/ .fDKJMM{background-color:#1f2428;background:#3FDCC8;margin-bottom:0;background:#3FDCC8;margin-bottom:50px;}/*!sc*/ @media (min-width:480px){}/*!sc*/ @media (min-width:800px){}/*!sc*/ .fDKJMM ul{-webkit-box-pack:start;-webkit-justify-content:flex-start;-ms-flex-pack:start;justify-content:flex-start;}/*!sc*/ @media (min-width:480px){}/*!sc*/ @media (min-width:800px){.fDKJMM ul{-webkit-flex:0 0 75%;-ms-flex:0 0 75%;flex:0 0 75%;}}/*!sc*/ .fDKJMM ul li a{color:#DDDDDD;color:#DDDDDD;}/*!sc*/ @media (min-width:480px){.fDKJMM{margin-bottom:40px;padding-bottom:16px;}}/*!sc*/ @media (min-width:800px){.fDKJMM{margin-bottom:55px;}}/*!sc*/ .fDKJMM ul li a{color:#0A1428;}/*!sc*/ data-styled.g110[id="SharedFooterstyles__FooterRow-sc-l8ttv2-1"]{content:"fDKJMM,"}/*!sc*/ .lgcwzz{max-width:1200px;margin:0 auto;padding-left:5%;padding-right:5%;display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;gap:12px;-webkit-flex-wrap:wrap;-ms-flex-wrap:wrap;flex-wrap:wrap;-webkit-box-pack:justify;-webkit-justify-content:space-between;-ms-flex-pack:justify;justify-content:space-between;-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;min-height:60px;min-height:50px;padding:15px 5%;padding:24px 5%;}/*!sc*/ @media (min-width:480px){.lgcwzz{padding-left:3%;padding-right:3%;}}/*!sc*/ @media (min-width:480px){.lgcwzz{padding:16px 5%;}}/*!sc*/ data-styled.g111[id="SharedFooterstyles__FooterCol-sc-l8ttv2-2"]{content:"lgcwzz,"}/*!sc*/ .gZqTqU{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-wrap:wrap;-ms-flex-wrap:wrap;flex-wrap:wrap;list-style-type:none;padding:0;margin:0;width:100%;}/*!sc*/ .gZqTqU li a{font-family:Poppins;font-size:14px;line-height:21px;font-weight:400;-webkit-letter-spacing:0px;-moz-letter-spacing:0px;-ms-letter-spacing:0px;letter-spacing:0px;}/*!sc*/ @media (min-width:480px){.gZqTqU li a{font-family:Poppins;font-size:14px;line-height:21px;font-weight:400;-webkit-letter-spacing:0px;-moz-letter-spacing:0px;-ms-letter-spacing:0px;letter-spacing:0px;}}/*!sc*/ @media (min-width:1040px){.gZqTqU li a{font-family:Poppins;font-size:14px;line-height:21px;font-weight:400;-webkit-letter-spacing:0px;-moz-letter-spacing:0px;-ms-letter-spacing:0px;letter-spacing:0px;}}/*!sc*/ @media (min-width:480px){.gZqTqU{width:auto;-webkit-box-pack:end;-webkit-justify-content:flex-end;-ms-flex-pack:end;justify-content:flex-end;}}/*!sc*/ .gZqTqU li{margin-bottom:0;width:50%;}/*!sc*/ .gZqTqU li:first-child{padding-left:0;}/*!sc*/ .gZqTqU li:last-child{padding-right:0;}/*!sc*/ .gZqTqU li:nth-child(n+3){margin-top:15px;}/*!sc*/ @media (min-width:480px){.gZqTqU li{margin:0;width:auto;padding-right:20px;}.gZqTqU li:nth-child(n+2){margin-top:0;}}/*!sc*/ .gZqTqU li a{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;color:#DDDDDD;-webkit-text-decoration:none;text-decoration:none;margin-bottom:0;font-size:calc(16px - 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As the main driver of both opportunity and risk, asset allocation is the cornerstone of its process. SJP selects, who it considers to be the best investment managers from around the world, bringing together their expertise alongside its own to create the SJP fund range.What SJP do: Design portfolios suitable for clients’ long-term objectives Decide which asset classes to invest in over time Select the strategies and managers to populate our portfolios Adhere to a strong, robust and repeatable process This creates our range of solutionsFunds of FundsPolaris & InRetirement Client investment is made into a single fund which invests in other funds. These are ready-made packages of SJP's most sophisticated investment thinking. The risk profile remains consistent, as the funds are automatically rebalanced. PortfoliosGrowth Client investment is made directly into a selection of individual funds. The risk profile may change over time, as the portfolios are not automatically rebalanced. Individual funds (Building blocks) Each is managed according to a specific objective, region or asset class, including multi-asset. Such funds can be run by a single manager or multiple managers. Asset Allocation + Select-Monitor-Change = Portfolio ConstructionAsset Allocation and 'Select-Monitor-Change' are at the heart of SJP’s investment process. SJP constructs portfolios using a combination of asset allocation and select-monitor-change.Asset AllocationOpportunity – and risk – comes from in what and where we invest. Short-term events and noise can distract. This is why SJP takes a longer view of markets, formed by many factors, led by valuations. Factors assessed include: Valuations - Is there a dislocation between the price of an asset and its fundamental value? Fundamentals - What typically influences the performance of a specific area of the market? Economic environment - How may the economy impact asset class returns? Now and going forward. Behavioural flags - What effect does sentiment/trends have on markets and prices. Tail risks - What impact - and on what - would major events such as pandemics, wars or banking crises have? Select - Monitor - ChangeAt SJP, external managers are selected from around the world. Thousands of investment groups are continually researched and monitored, and hundreds of hours are involved in an extensive due diligence process. Significant emphasis is placed on the investment philosophy, process, people and culture of the firms selected. And where SJP feels it is in the clients’ best interests, managers will be changed.All of SJP’s funds and solutions are built using a set of core principlesThese are the foundations on which all investment decisions are made.Client focusMeeting client goals is the cornerstone of everything we do.Active viewsEvidence-based, active decisions can improve client outcomes.DiversificationProviding exposure to different asset classes and strategies improves portfolio outcomes.DisciplineUnderstanding and managing behaviour is critical to long-term investment success.The SJP Investment CommitteeSJP’s Investment Committee is made up of industry experts - internal and external. This committee is responsible for setting the policies and parameters, within which the investment team can make informed decisions. 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. Responsible investingWe know that many of our clients want their money invested responsibly, even if preserving and growing capital, or generating income, might be their primary aims. We take this priority seriously, not least though integrating environmental, social and governance (ESG) factors into our investment process.Read moreRichard C BoothRichard Booth Wealth Management LtdContactCopyright St. James's Place © 2025Quick linksHomeAbout usAbout SJPAdvice and servicesSpecialist adviceContactGet in touchContact usPrivacy policySite disclaimerTerms and conditionsAccessibilityCopyright St. James's Place © 2025

MENUHomeAbout usAbout SJPNewsAdvice and servicesSpecialist adviceContactMeet the teamTestimonialsInvestment management approachAwardsSt. James's Place Charitable FoundationInsightsInvestment planningRetirement planningProtection planningCorporate servicesMortgages and specialist bankingExploring intergenerational wealth managementOther servicesCalculatorsMedical professionalsBusiness ownersCompany directorsAdvice in retirementSports professionalsCharities.dnzwKC{font-family:Poppins;font-size:14px;line-height:21px;font-weight:400;-webkit-letter-spacing:0px;-moz-letter-spacing:0px;-ms-letter-spacing:0px;letter-spacing:0px;color:#DDDDDD;text-align:left;display:block;font-size:10px;line-height:15px;margin:20px 0 0;}/*!sc*/ @media (min-width:480px){.dnzwKC{font-family:Poppins;font-size:14px;line-height:21px;font-weight:400;-webkit-letter-spacing:0px;-moz-letter-spacing:0px;-ms-letter-spacing:0px;letter-spacing:0px;}}/*!sc*/ @media (min-width:1040px){.dnzwKC{font-family:Poppins;font-size:14px;line-height:21px;font-weight:400;-webkit-letter-spacing:0px;-moz-letter-spacing:0px;-ms-letter-spacing:0px;letter-spacing:0px;}}/*!sc*/ @media (min-width:480px){.dnzwKC{text-align:right;margin:0;}}/*!sc*/ data-styled.g138[id="SharedFooterstyles__CopyrightContent-sc-l8ttv2-6"]{content:"dnzwKC,"}/*!sc*/ .kffMua{font-family:Poppins;font-size:14px;line-height:21px;font-weight:400;-webkit-letter-spacing:0px;-moz-letter-spacing:0px;-ms-letter-spacing:0px;letter-spacing:0px;color:#DDDDDD;text-align:left;display:block;font-size:10px;line-height:15px;position:fixed;bottom:0;z-index:1000;width:100%;}/*!sc*/ @media (min-width:480px){.kffMua{font-family:Poppins;font-size:14px;line-height:21px;font-weight:400;-webkit-letter-spacing:0px;-moz-letter-spacing:0px;-ms-letter-spacing:0px;letter-spacing:0px;}}/*!sc*/ @media (min-width:1040px){.kffMua{font-family:Poppins;font-size:14px;line-height:21px;font-weight:400;-webkit-letter-spacing:0px;-moz-letter-spacing:0px;-ms-letter-spacing:0px;letter-spacing:0px;}}/*!sc*/ data-styled.g140[id="SharedFooterstyles__CookieConsentBanner-sc-l8ttv2-8"]{content:"kffMua,"}/*!sc*/ HomeAbout usTestimonialsTestimonialsRead some of the feedback received from clients.Richard C BoothRichard Booth Wealth Management LtdContactI was introduced to Richard and the team by my parents who had received good service for many years. I have been very impressed with the tailored advice provided – various options outlined with pros and cons transparently presented. I have recommended Richard to others.Mr A Sykes | Commercial Director, ManchesterRichard has offered advice for all my immediate family over 3 generations. He is sensitive to our individual needs and his advice has been sound with positive results.Clive Bailey | Retired, South Cave, East YorkshireRichard and his team provide a friendly, reliable and tailored service. He keeps me well informed about my investments and I would have no hesitation in recommending him to anyone in need of trustworthy investment advice.Mrs L Smith | FrodshamRichard and his team offer a 1st class and proactive support service. From day one the level of service has been top class, detailed and transparent. I have already recommended Richard to a colleague and will continue to do so. Well done Richard and the team.Mr D AllisonSince Richard took over our portfolio he has always put our interest first and diversified the portfolio for increased returns without severe financial risk. His service and support and expertise has always been exceptional and we would not hesitate recommending him to anyone.Mr & Mrs Sleight | Retired, ScarboroughRichard from St. James's Place has always taken the trouble to explain all my options to me. My decision is always made on a basis of full information. When the rules have changed Richard has always kept me informed promptly of the changes and the effect they may have for me. I particularly like the...More textMr A Bullard | Chartered Accountant HornseaThe 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.I have found Richard to be dependable, professional and innovative in his advice service to me. I am very pleased with his approach and he’s certainly made my life much easier in managing my portfolio of investments. I recommend him highly.Mr E de Sa | Managing Director, BeverleyRichard is the ultimate professional and gives expert advice and recommendations, he is the only person I would trust with my financial affairs. The service and support from day one has been exceptional. I have already recommended Richard to others and will continue to do so without hesitation.Mrs J ClixbyRichard Booth and his team have supported me and my family through some hard personal times, he has given honest, sound and trustworthy advice, which means I didn’t have to worry about my investments and financial future. Richard is a genuinely kind man, and I would not hesitate to recommend him to ...More textMrs J Clayton | HullAlthough we are only small investors we have been well advised and monitored by Richard resulting in just rewards.Private Client | SunderlandPast performance is not indicative of future performance.I strongly recommend Richard Booth and his team to anyone, as we did, who has cash they're looking to invest. Over several years we've come to greatly appreciate Richard's excellent advice and his genuine concern for all aspects of our financial affairs.Mr F Hodcroft | Retired, ScarboroughI’ve known Richard for many years so I had no hesitation in approaching him I was considering my retirement options. His personal knowledge and advice helped me meet my retirement aims. I’m delighted with the service he provides and have made several recommendations to others that have also subse...More textStephen HodgsonCopyright St. James's Place © 2025Quick linksHomeAbout usAbout SJPAdvice and servicesSpecialist adviceContactGet in touchContact usPrivacy policySite disclaimerTerms and conditionsAccessibilityCopyright St. James's Place © 2025

MENUHomeAbout usAbout SJPNewsAdvice and servicesSpecialist adviceContactMeet the teamTestimonialsInvestment management approachAwardsSt. James's Place Charitable FoundationInsightsInvestment planningRetirement planningProtection planningCorporate servicesMortgages and specialist bankingExploring intergenerational wealth managementOther servicesCalculatorsMedical professionalsBusiness ownersCompany directorsAdvice in retirementSports professionalsCharitiesMeet the teamPlease use the links below to learn more about the team.Richard C BoothRichard Booth Wealth Management LtdContactCopyright St. James's Place © 2025Quick linksHomeAbout usAbout SJPAdvice and servicesSpecialist adviceContactGet in touchContact usPrivacy policySite disclaimerTerms and conditionsAccessibilityCopyright St. James's Place © 2025

MENUHomeAbout usAbout SJPNewsAdvice and servicesSpecialist adviceContactMeet the teamTestimonialsInvestment management approachAwardsSt. James's Place Charitable FoundationInsightsInvestment planningRetirement planningProtection planningCorporate servicesMortgages and specialist bankingExploring intergenerational wealth managementOther servicesCalculatorsMedical professionalsBusiness ownersCompany directorsAdvice in retirementSports professionalsCharitiesHomeContactContact usPlease feel free to contact us on the details below with any financial queries or concerns which you may have.Arrange meetingMake enquiryRequest callbackRichard C BoothRichard Booth Wealth Management LtdContactCopyright St. James's Place © 2025Quick linksHomeAbout usAbout SJPAdvice and servicesSpecialist adviceContactGet in touchContact usPrivacy policySite disclaimerTerms and conditionsAccessibilityCopyright St. James's Place © 2025

MENUHomeAbout usAbout SJPNewsAdvice and servicesSpecialist adviceContactMeet the teamTestimonialsInvestment management approachAwardsSt. James's Place Charitable FoundationInsightsInvestment planningRetirement planningProtection planningCorporate servicesMortgages and specialist bankingExploring intergenerational wealth managementOther servicesCalculatorsMedical professionalsBusiness ownersCompany directorsAdvice in retirementSports professionalsCharitiesHomeAbout usAbout St. James's PlaceSt. James's Place (SJP) is one of the UK’s largest financial advice companies. They were founded in 1991 and started trading in 1992. Today they are trusted by over 1,000,000 clients to look after over £198.5bn1 of their money. Our business is part of SJP’s network of financial advisers, also known as the Partnership, which is one of the largest groups of accredited and Chartered advisers in the country. We own and run our business, but the products and services we recommend to you are created and managed by St. James's Place. Put simply: we give you one-to-one financial advice, and the products and services you invest in are looked after by St. James's Place. The benefits of working with us and, by extension, St. James's Place You have our undivided attention One of the reasons we chose to work with St. James's Place is that it allows us to focus our time on you, our clients, and the advice that we provide to help you achieve your goals. We don’t have to worry about managing products, reviewing fund managers or whether a form needs updating. St. James's Place handle all of that. Instead, we can dedicate our time to creating a financial plan that’s right for you and your family, helping you stick to it and guiding you through life's inevitable ups and downs. SJP’s investment management approach St. James's Place recognises that no single investment house has a monopoly on investment expertise, so they don’t employ in-house investment managers. Instead, they carefully select a number of external managers to manage their range of funds. Find out more here. Access to experts To help us build and execute your financial plan, we have access to a wide range of support through the St. James's Place group. Whether that’s the best and brightest tax specialists, SJP product experts or dedicated third-party support teams, our team is backed up by some of the top financial services professionals in the industry. Size and scale By investing through us with St. James's Place, your money is joining over over £190.2bn1 of other clients’ investments that SJP look after. This gives them real power to use on your behalf, whether that’s negotiating fund manager fees, engaging with companies on their ESG credentials or talking to policy makers about the rules and regulations that affect your finances. 1 Data correct as at 30 June 2025. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.More about St. James's PlaceSt. James's Place Investment Management ApproachSt. James's Place select first-class managers from the global investment market to manage our funds.Read moreSt. James's Place Charitable FoundationThe Foundation is the charitable arm of the St. James's Place Group.Read moreSt. James's Place awardsSt. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.Read moreSt. James's Place GuaranteeSt. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.Richard C BoothRichard Booth Wealth Management LtdContactCopyright St. James's Place © 2025Quick linksHomeAbout usAbout SJPAdvice and servicesSpecialist adviceContactGet in touchContact usPrivacy policySite disclaimerTerms and conditionsAccessibilityCopyright St. James's Place © 2025

MENUHomeAbout usAbout SJPNewsAdvice and servicesSpecialist adviceContactMeet the teamTestimonialsInvestment management approachAwardsSt. James's Place Charitable FoundationInsightsInvestment planningRetirement planningProtection planningCorporate servicesMortgages and specialist bankingExploring intergenerational wealth managementOther servicesCalculatorsMedical professionalsBusiness ownersCompany directorsAdvice in retirementSports professionalsCharitiesHomeAbout usAbout us The Financial Services market place continues to be ever changing and evolving, and with major institutions such as Banks closing or reducing their Financial Advisory propositions the availability of high quality, tailored Wealth Management and Financial Advice is becoming a scarce resource. We specialise in addressing simple and straightforward issues such as mortgages and protection or designing more complex solutions such as investments, taxation or trust and succession planning. In general, we provide reliable and expert advice across four principal financial objectives: Build and preserve capital Manage cash and borrowings Protect against financial risk Manage business more effectively 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. Trusts are not regulated by the Financial Conduct Authority. More about usWe provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.More about usWe build personal, long-term relationships – putting you at the heart of everything we do. Learn more about our knowledge and experience.Read moreAdvice and services We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. Find out moreContact usPlease get in touch to discuss your financial requirements in more detail.ContactRichard C BoothRichard Booth Wealth Management LtdContactCopyright St. James's Place © 2025Quick linksHomeAbout usAbout SJPAdvice and servicesSpecialist adviceContactGet in touchContact usPrivacy policySite disclaimerTerms and conditionsAccessibilityCopyright St. James's Place © 2025

MENUHomeAbout usAbout SJPNewsAdvice and servicesSpecialist adviceContactMeet the teamTestimonialsInvestment management approachAwardsSt. James's Place Charitable FoundationInsightsInvestment planningRetirement planningProtection planningCorporate servicesMortgages and specialist bankingExploring intergenerational wealth managementOther servicesCalculatorsMedical professionalsBusiness ownersCompany directorsAdvice in retirementSports professionalsCharitiesWelcome to Richard Booth Wealth Management Ltd Welcome to Richard Booth Wealth Management Ltd. We specialise in delivering face-to-face wealth management advice to both individuals and businesses. What we doWe provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.About usWe pride ourselves on building long-term relationships with clients.Read moreAdvice and services We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. Find out moreContact usPlease get in touch to discuss your financial requirements in more detail.Get in touchPromotionsItem 1 of 2TestimonialsItem 1 of 12 PreviousI’ve known Richard for many years so I had no hesitation in approaching him I was considering my retirement options. His personal knowledge and advice helped me meet my retirement aims. I’m delighted with the service he provides and have made several recommendations to others that have also subse...More textStephen HodgsonI was introduced to Richard and the team by my parents who had received good service for many years. I have been very impressed with the tailored advice provided – various options outlined with pros and cons transparently presented. I have recommended Richard to others.Mr A Sykes| Commercial Director, ManchesterRichard has offered advice for all my immediate family over 3 generations. He is sensitive to our individual needs and his advice has been sound with positive results.Clive Bailey| Retired, South Cave, East YorkshireRichard and his team provide a friendly, reliable and tailored service. He keeps me well informed about my investments and I would have no hesitation in recommending him to anyone in need of trustworthy investment advice.Mrs L Smith| FrodshamRichard and his team offer a 1st class and proactive support service. From day one the level of service has been top class, detailed and transparent. I have already recommended Richard to a colleague and will continue to do so. Well done Richard and the team.Mr D AllisonSince Richard took over our portfolio he has always put our interest first and diversified the portfolio for increased returns without severe financial risk. His service and support and expertise has always been exceptional and we would not hesitate recommending him to anyone.Mr & Mrs Sleight| Retired, ScarboroughRichard from St. James's Place has always taken the trouble to explain all my options to me. My decision is always made on a basis of full information. When the rules have changed Richard has always kept me informed promptly of the changes and the effect they may have for me. I particularly like the...More textMr A Bullard| Chartered Accountant HornseaThe 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.I have found Richard to be dependable, professional and innovative in his advice service to me. I am very pleased with his approach and he’s certainly made my life much easier in managing my portfolio of investments. I recommend him highly.Mr E de Sa| Managing Director, BeverleyRichard is the ultimate professional and gives expert advice and recommendations, he is the only person I would trust with my financial affairs. The service and support from day one has been exceptional. 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Richard is a genuinely kind man, and I would not hesitate to recommend him to ...More textMrs J Clayton| HullAlthough we are only small investors we have been well advised and monitored by Richard resulting in just rewards.Private Client| SunderlandPast performance is not indicative of future performance.I strongly recommend Richard Booth and his team to anyone, as we did, who has cash they're looking to invest. Over several years we've come to greatly appreciate Richard's excellent advice and his genuine concern for all aspects of our financial affairs.Mr F Hodcroft| Retired, ScarboroughI’ve known Richard for many years so I had no hesitation in approaching him I was considering my retirement options. His personal knowledge and advice helped me meet my retirement aims. I’m delighted with the service he provides and have made several recommendations to others that have also subse...More textStephen HodgsonI was introduced to Richard and the team by my parents who had received good service for many years. I have been very impressed with the tailored advice provided – various options outlined with pros and cons transparently presented. I have recommended Richard to others.Mr A Sykes| Commercial Director, ManchesterRichard has offered advice for all my immediate family over 3 generations. He is sensitive to our individual needs and his advice has been sound with positive results.Clive Bailey| Retired, South Cave, East YorkshireRichard and his team provide a friendly, reliable and tailored service. He keeps me well informed about my investments and I would have no hesitation in recommending him to anyone in need of trustworthy investment advice.Mrs L Smith| FrodshamRichard and his team offer a 1st class and proactive support service. From day one the level of service has been top class, detailed and transparent. I have already recommended Richard to a colleague and will continue to do so. Well done Richard and the team.Mr D AllisonSince Richard took over our portfolio he has always put our interest first and diversified the portfolio for increased returns without severe financial risk. His service and support and expertise has always been exceptional and we would not hesitate recommending him to anyone.Mr & Mrs Sleight| Retired, ScarboroughRichard from St. James's Place has always taken the trouble to explain all my options to me. My decision is always made on a basis of full information. When the rules have changed Richard has always kept me informed promptly of the changes and the effect they may have for me. I particularly like the...More textMr A Bullard| Chartered Accountant HornseaThe 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.I have found Richard to be dependable, professional and innovative in his advice service to me. I am very pleased with his approach and he’s certainly made my life much easier in managing my portfolio of investments. I recommend him highly.Mr E de Sa| Managing Director, BeverleyRichard is the ultimate professional and gives expert advice and recommendations, he is the only person I would trust with my financial affairs. The service and support from day one has been exceptional. I have already recommended Richard to others and will continue to do so without hesitation.Mrs J ClixbyRichard Booth and his team have supported me and my family through some hard personal times, he has given honest, sound and trustworthy advice, which means I didn’t have to worry about my investments and financial future. Richard is a genuinely kind man, and I would not hesitate to recommend him to ...More textMrs J Clayton| HullAlthough we are only small investors we have been well advised and monitored by Richard resulting in just rewards.Private Client| SunderlandPast performance is not indicative of future performance.I strongly recommend Richard Booth and his team to anyone, as we did, who has cash they're looking to invest. Over several years we've come to greatly appreciate Richard's excellent advice and his genuine concern for all aspects of our financial affairs.Mr F Hodcroft| Retired, ScarboroughI’ve known Richard for many years so I had no hesitation in approaching him I was considering my retirement options. His personal knowledge and advice helped me meet my retirement aims. I’m delighted with the service he provides and have made several recommendations to others that have also subse...More textStephen Hodgson NextPrevious of12NextSJP Approved 19/03/2025The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.Richard Booth Wealth Management Ltd is registered in England and Wales, Number 08071380. Registered Office: 26a Bar Street, Scarborough, YO11 2HT.Richard C BoothRichard Booth Wealth Management LtdContactCopyright St. James's Place © 2025Quick linksHomeAbout usAbout SJPAdvice and servicesSpecialist adviceContactGet in touchContact usPrivacy policySite disclaimerTerms and conditionsAccessibilityCopyright St. James's Place © 2025