Our philosophy

With over one hundred years of combined experience, Spillane and Co. Wealth Management, is able to provide a comprehensive and knowledgeable wealth management service to its clients. Our expertise covers the broad spectrum of financial planning and will help you to:

  • Grow your wealth, specifically through the SJP distinctive approach to investment management
  • Preserve your assets for long-term financial security
  • Arrange adequate protection for you, your loved ones and your assets
  • Effectively manage your capital and borrowings

In addition to providing clients with the financial planning that they require to meet existing needs and fulfil future aspirations, we pride ourselves on keeping our clients abreast of market happenings and events that could affect their financial future. As such, we issue a weekly ‘WeekWatch’ communication containing a round-up of the previous week’s financial news.

Further information about the range of services offered by our Practice is available on the Advice and Services page.

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.


Testimonials

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Chris Spillane has been my financial adviser for the last ten years. He is extremely competent and efficient. As an elderly widow, I trust him implicitly with my financial planning.
Jacqueline Jordan| Retired
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