Who we are
The service we offer is therefore bespoke and distinctive to each client and is provided face to face. You get all the benefits of individual attention and years of experience, from a team who will deal with your situation with integrity and in an approachable, professional manner.
Benefits
- Investment planning – helping you understand your options.
- Inheritance Tax – overcoming the worries.
- Pension Planning – guiding you through the retirement maze.
- Specialist Insurance – tailored preparation for the unforeseen.
Ours is a very personal business, so we build a long-term relationship with you; a partnership where we take time to listen, understand, and to get to know you, and where we’re always available for help and advice.
We provide every client with a dedicated Service Charter, which details the level of on-going service that you can expect from our business and the aim is to meet your needs not just at one point in time but over the longer term.
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.
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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
