Who we are
Our service is confidential and personal to you, as we do not provide off-the-shelf products.
We can deliver the benefit of a single relationship to meet all your financial needs, working in tandem with your other professional advisers as appropriate.
Our expertise means we offer distinct quality, integrity and excellence in everything that we do, which in turn gives financial peace of mind.
We specialise in:
- Asset Management
- Pensions
- Managing cash and borrowings
- Trust* and Estate Planning
- Individual Life and Health Protection
- Employee Benefits
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.
*Please note that Trusts are not regulated by the Financial Conduct Authority.
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.
