James Hay Partnership Email Format

Financial ServicesEngland, United Kingdom51-200 Employees

James Hay Partnership is a mid-sized financial services firm based in Salisbury, England, specializing in retirement wealth planning. It works with advisers to help investors administer pensions, savings and investments in a cost- and tax-efficient way, using a modular approach that has evolved from early SIPP provision to its flagship Modular iPlan. The pricing model is designed to be fair and flexible, charging for services as they are used.

With a history spanning more than four decades, the company serves advisers and their clients navigating retirement planning. Historically, more than 57,000 investors entrusted James Hay with over £28 billion of pension and investment savings as of mid-2021, and Epiris is a shareholder supporting its development. In 2023 the firm partnered with Origo Services Ltd. to launch a Unipass Letter of Authority service.

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