Why St. James’s Place

St. James’s Place Wealth Management is one of the UK’s leading wealth management organisations.

St. James’s Place Wealth Management is one of the UK’s largest wealth management organisations.

Building long-lasting relationships is fundamental to our process. It’s this that enables us to fully understand your hopes and expectations, your circumstances and goals, and enables us to design a financial strategy that adapts to your changing priorities.

We work as a Senior Partner Practice of St. James’s Place, renowned as the UK’s largest wealth management organisation. This gives you access to their distinctive investment management approach – they currently manage client funds of over £148 billion – along with the backing and reassurance of investing with a FTSE 100 company.

Being a practice of St. James’s Place also gives us access to a wide range of additional resources and other specialist professionals, which means we’re able to offer you an even more comprehensive and valuable service. From the latest legislative and regulatory information to staying up to date in a rapidly changing world, being with St. James’s Place means an even better experience for you.

In addition to these important benefits, St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website : St. James’s Place Products and Services

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

The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.