Why Choose St. James's Place
Imagine a world where finance is understandable and rewarding, where you feel in control of your financial journey, confident in your plan, and excited about your future. This world begins with a lasting relationship.
With St. James's Place, you can rely on us to help you:
Feel financially confident and in control: Our collaborative approach ensures you can make informed choices with confidence. Together, we create a comprehensive financial plan that provides you with certainty, security and peace of mind.
Achieve your personal goals: Our expert advisers offer personalised, face-to-face advice to help you develop a tailored plan. This long-term strategy sets you on the path towards achieving your goals and improving your financial wellbeing.
Create a world you believe in: As a St. James's Place Partner Practice, we bring a unique combination to the table - the reputation of a FTSE 100 company entrusted with in excess of £157bn* of client funds, combined with the personalised touch of a highly qualified, locally-based financial adviser. Together, we can help you align your money with your values, aiming to create a positive impact beyond just financial growth.
Your relationship with us will be personal, reflecting your unique goals, values, and beliefs. We will help you unlock the true potential of your wealth, enabling you to create the bright and positive future you've always desired.
*Data correct as of June 30th 2023
Investment Management Approach
Being part of SJP enables us to utilise their investment management approach. The Investment management approach allows us to take advantage of the due-diligence and resources a FTSE 100 company has and gives us confidence the investment portfolio is correctly aligned to your goals, objectives and attitude to risk.
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.
To ensure your peace of mind throughout your life, we engage with you through three key stages:
PLAN:
When working towards long-term financial goals, such as a comfortable retirement, a detailed plan is essential. Together, we will establish a plan that aligns with your aspirations and suits your specific needs.
DESIGN:
Taking into account your time horizon and risk tolerance, we can craft an investment portfolio tailored to your plan. This ensures that your investments are aligned with your goals and risk preferences.
REVIEW:
Market conditions and personal circumstances can change over time. That's why we consistently monitor your investments and stay vigilant to ensure they remain on track. Regular reviews enable us to make adjustments when necessary.
Through continuous monitoring and reviews, we aim to provide you with confidence and reassurance as you progress towards your financial objectives.
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.
St. James's Place Awards
We’re pleased to have won numerous awards over the years, voted for by industry experts and the public. While it’s not all about awards, it is nice to be recognised for doing a good job.
St. James’s Place Guarantee
As a Partner Practice of St. James’s Place, we benefit from ongoing support with our consultants’ professional development to ensure they remain as well qualified and technically able as possible.
As a result, St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any products and services, which are set out on the Group's website. (Link: https://www.sjp.co.uk/products-and-services/products-and-services).
