Financial Wellbeing Specialist

Financial Wellbeing Specialist

As a St. James’s Place Partner and financial wellbeing specialist company, we deliver educational programmes to help people of all ages to build their financial confidence. Dedicated and informative financial education contributes to a better financial understanding, and wellbeing and brings with it an increased confidence when it comes to money management and investments.

We feel that we have a social responsibility to build better financial futures for everyone, and that better financial education is the way forward.

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.

Having an engaged, motivated, and well-supported workforce is central to all businesses long-term success. A crucial part of a happy workforce is also supporting employees’ financial wellbeing with education. Not only will the provision of financial education help employees personally, but their wellbeing is fundamental to business success.

We are passionate about providing financial education within the workplace, and are accredited to deliver the St. James's Place Financial Education programme. As working hours and locations become increasingly flexible, we can work with you to ensure that the delivery of the programme is done with your employees at the heart. From virtual workshops or 1:1 guidance sessions, to putting financial educational content on your intranet page; we can help.

During the sessions, we encourage attendees to think about their own personal financial circumstances, making it as relevant to them as possible. Some of the topics covered include:

  • Budgeting and saving
  • Getting onto the property ladder or managing your mortgage
  • Protecting yourself and your family
  • Putting money aside for your longer-term goals, such as retirement

Financial Education for Young People

Only 62% of young people report having access to some sort of financial education in school 1. Our aim is to change that.

The Financial Education for Young People programme aims to provide young people with confidence and financial wellbeing through a series of interactive workshops.

Our secondary school programme consists of one-hour workshops aimed at students aged 13-14 and 16-18. Covering topics such as budgeting, saving, borrowing and ‘Your Future,’ all resources have been externally accredited by Young Money and the Money and Pensions Service which endorses their quality.

Our Primary school workshops are aimed at children aged 5 – 11 years old. Each workshop is tailored to the age group of its participants. Children aged 10-11 years are delivered a workshop using Money Matters by RedSTART, and younger children's sessions are book-reading and discussion-based.

There is no charge for our workshops and the children learn key lessons in how to earn, keep and grow their money.

1  Young Persons' money index 2022/23.

Our Clients Love Us

Having invested with SJP with the help of Jayna Shah – Director (Brighton Office) – I have nothing but praise for the diligence, and care, she affords her prospective and current clients. Her understanding of the products in relation to client needs, along with the support, are ‘second to none’. I more than highly recommend JPS to anyone.

Roger Warren Cabinet Maker, Brighton

Jayna Shah is an exceptionally devoted consultant who goes the extra mile. The Directors at Hunters have no hesitation in recommending Jayna's services to anyone searching for carefully considered pensions and investments advice. What sets Jayna apart is that she is very patient, personable and helpful. The very definition of a 5 Star service.

Patrick O’Donoghue Business owner/Director, Shoreham-by-Sea

Jayna is a professional. Clearly at the top of her game. Her work transferring my pension was exceptional!

Mark Harvey Senior Finance Manager, Hove

Jayna clearly explains all the complex aspects of retirement funding. She is patient and does not rush me to make decisions, showing me the pros and cons of various options. I am very happy with the advice and service provided by Jayna and would happily recommend her to others.

Sonja Stewart Senior Regulatory Affairs Manager

Jayna has been very helpful & professional. She provided excellent pension advice to me. I would certainly recommend her to others.

Ian Shears Brighton

Jayna is both friendly and approachable, professional and knowledgeable. It has been a pleasure to do business with her.

Xanna Chown

Jayna's advice when it comes to both my pension and finances has always been second to none. I would recommend her services. My wife has also just started a pension and is also very impressed.

Peter Holland Business owner
SJP Approved 17/04/2023

The 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 The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

JPS Wealth Management Ltd is registered in England and Wales, Number 09274545. Registered Office: 14a Montpelier Place, Brighton, BN1 3BF.