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St. James's Place

Partner Practice of St. James's Place Wealth Management

St. James’s Place is a FTSE-100 wealth management company that puts long term relationships at the heart of what it does. Building a proposition that clients can trust is fundamental to its approach.

Founded in 1991, it has gone from strength to strength and the scale of the company means it can be a real thought leader in its approach with responsible investing a true priority. We fully believe that our values and culture are reflected in St. James’s Place making us proud to be a Partner Practice.

In addition to this our 3 main reasons for choosing to be a Partner Practice of St. James’s Place are:

Advice Guarantee

St. James’s Place guarantees the suitability of the advice we give as members of the St. James’s Place Partnership when we recommend any of the wealth management products and services available from companies in the Group. More details are set out on the Group’s website www.sjp.co.uk/products-and-services.

You’ll experience a personal boutique service from us with the peace of mind that we are supported by one of the largest wealth managers in the UK.

Product Choice

We are authorised by St. James’s Place to provide advice on a wide range of products and services which have been carefully selected to meet your needs. Many of these are unique to St. James’s Place and designed with your best interests in mind. Holistic financial planning is important to us, whatever your financial need we want to be able to help.

Investment Management Approach

Designed to give you peace of mind, St. James’s Place select and monitor your investments on a daily basis giving you access to the expertise of fund managers from around the globe. They develop exclusive relationships beyond that of other wealth managers. Independent oversight is
provided by The Investment Committee, who bring significant expertise and experience.

To help you keep up to date with all things financial, you can read, watch and listen to the latest from St. James’s Place news desk, investment team and industry experts by clicking here. We find these bite sized updates perfect for staying in the know and hope you
will too.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy