Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Medical Professionals
We can provide specialist financial advice and tailored planning to NHS professionals, GPs and dentists.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, we can help with this.
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Financial wellbeing specialist
We all know that looking after your health is important. Financial wellbeing is no different, and specialist advice can help you towards your goals.
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Sports professionals
Sports professionals understand that their careers can be short and that wealth should be nurtured and protected. We can help.
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Professional partnerships
Put in place plans to create financial clarity and fulfil your ambitions for now and into retirement.
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Daniel Hetherington
Herald Wealth Management Ltd
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Copyright St. James's Place © 2026