JRC Financial

Financial Adviser in Mayfair, London

Here at JRC Financial, we have one goal – to be the first choice to provide bespoke wealth management advice to both private and corporate clients.


As a Partner Practice of St. James's Place Wealth Management, we focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. Through the service we deliver, supported by a comprehensive range of financial solutions and access to a distinctive investment management approach, we are able to create financial plans that can adapt to your changing needs and circumstances.


We believe passionately that the best wealth management service is provided through personal, face-to-face advice therefore that is what you will always receive.


JRC Financial will always be about personal relationships. Here at JRC financial there is no need to solely have a professional relationship, we need to be professional but what we want to create is personal relationships, where an appointment is not just about a product but is about starting this personal relationship that lasts a life time.

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JRC Financial
11 Hamilton Place

List of Services


  • ISAs
  • Unit Trusts
  • Investment Bonds
  • Investing for Income
  • Offshore Investments
  • Discretionary Fund Management
  • Tax Advantaged Investments


  • Personal Pensions
  • Drawdown*
  • Occupational Pension
  • SIPP
  • SSAS

Personal Insurance

  • Life & Term cover
  • Critical Illness
  • Family Income Benefit
  • Income Protection
  • Relevant Life cover
  • Whole of Life

Business Insurance

  • Shareholder Protection
  • Key Person
  • Group Life
  • Group Income Protection

Wealth Preservation

  • Inheritance Tax Planning
  • Trust & Estate Planning
  • Entrepreneurs’ Relief
  • Business Relief


Trusts are not regulated by the Financial Conduct Authority.

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.


The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief is generally dependant on individual cirmcumstances.


* Inflation will reduce what you can buy in the future with the proceeds of your investment. The aim of the investment is to provide an income for your retirement. The level of income available in retirement will depend on the level of contributions, the performance of your investment, how much is deducted for charges, the taxes that must be paid and what rate is used for converting your fund into an income. The tax rules could also change unexpectedly and this may reduce how much you get back from your investment.

The Partner Practice 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.

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We provide Financial Advice in...

Financial Adviser in London; Barking and Dagenham, Barnet, Bexley, Brent, Bromley, Camden, Westminster, City of London, Croydon, Dartford, Ealing, Enfield, Greenwich, Hackney, Hammersmith and Fulham, Haringey, Harrow, Havering, Hillingdon, Hounslow, Islington, Kensington and Chelsea, Kingston upon Thames, Lambeth, Merton, Newham, Redbridge, Richmond upon Thames, Southwark, Sutton, Tower Hamlets, Waltham Forest, Wandsworth, Westminster

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