Who we are
Many of our new clients are referred to us by existing clients.
The reason is that we put advice before sales and concentrate on building a long term client relationship so that as their needs change, their financial position and solutions can also change.
Our clients fall into one of two main categories:-
Private Individuals
Private clients tend to require assistance with
- Building and preserving capital
- Financial protection against risk
- Management of cash and borrowings
Corporate clients have the same basic needs as private individuals but increasingly employers and business leaders are expected to take more responsibility for employee well being. Therefore, we also assist them with
- Corporate planning
- Corporate pensions
- 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.
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.
