Putting you firmly at the centre of everything we do is core to our culture and enables us to deliver a genuinely client-focused business. We do not provide off-the-shelf solutions, but offer you the benefit of a single relationship to meet your financial needs both now and in the future. If we meet or exceed your expectations, we believe that not only will you become and remain a satisfied client, but that you may also become an advocate for our services.

We aim to deliver our commitment to you by:

• Providing highly experienced and qualified personal face-to-face financial advice.
• Understanding your financial circumstances and objectives.
• Focusing on your priorities.
• Affording you the opportunity to review your financial affairs regularly.
• Ensuring that your investments are reviewed regularly.
• Agreeing an ongoing servicing framework with you.
• Providing correspondence and literature that is clear and easy to understand.
• Encouraging and listening to your feedback.
• Ensuring that our dealings with you are always sensitive to your particular needs.

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.