Who We Are
With an ever changing environment and changing client circumstances, bespoke financial planning for my clients is essential to help them achieve their personal goals, more importantly, we revise these plans regularly to ensure they remain appropriate and accurate. This is achieved by on going review meetings.
Through the distinguished St. James's Place brand, my clients benefit from the distinctive approach to investment management and the potential returns it offers. We engage the services of a number of carefully selected and monitored external fund managers and providers.
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.
We are delighted to pledge our support to the St. James's Place Charitable Foundation as our chosen charity, at all client events, and through other fund raising activities throughout the year.
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.
