You’re building the future — but managing your own financial future can be a challenge. Whether you're an engineer, product leader, or startup employee, your compensation is likely to include equity, bonuses, or deferred income. Your career may move fast, but your financial life needs structure and long-term strategy.

We specialise in working with professionals in high-growth industries where income can be complex and opportunities — or risks — come quickly.

From equity compensation and stock options to tax planning and long-term wealth building, we provide advice that keeps pace with your career. We help you navigate liquidity events, plan around vesting schedules, and structure your finances in a way that supports both your lifestyle and your future goals.

Working alongside your legal, tax, or corporate advisers, we take a holistic view — aligning your personal goals with your professional success.

Because building the future should come with financial confidence.

Common Needs:

• Equity compensation (RSUs, options) and liquidity event planning
• Managing volatile income from startup roles or bonuses
• Aligning finances with career moves, relocations, or exits
• Building long-term wealth and early financial independence

 How We Help: 

• Equity and tax strategy to avoid expensive mistakes

• We help our clients plan carefully around their shares. Vesting shares can often mean a significant change in your total compensation, which can lead to a significant increase in tax liabilities. We help our clients navigate this with solutions to enable them to become more tax efficient.
• Investment planning tailored to your income and goals
• We work closely with our clients to understand their financial goals, risk appetite, and tax circumstances. Taking these into account, we build tailored investment portfolios that make use of tax-efficient solutions—such as ISAs, Pensions, capital gains tax strategies and both onshore and offshore bonds.
• Support through IPOs (capital events) & Exits
• We provide expert guidance to clients navigating major capital events such as IPOs and business exits. From pre-event planning to post-exit wealth management, we help structure assets efficiently, manage tax exposure, and align proceeds with long-term financial goals. Our advice ensures clients make informed decisions during these high-stakes transitions, securing lasting value from their success.

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 depends on individual circumstances.

Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.