St. James Place

Shareholders

As a result, St. James's Place guarantee the suitability of the advice given by members of the St. Our clients consist of individuals, families and business owners spanning all age ranges and across the affluent and high-net-worth markets in the UK and Asia.

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Our ethos is built on a core commitment to achieving the best possible outcomes for clients and ensuring that they are well served by our long-term, face-to-face, relationship-based approach to managing their financial affairs and helping achieve their lifestyle objectives. We were established in and have grown into a leading wealth management company, entering the FTSE in We support our dedicated distribution network — the Partnership — with a distinctive investment management approach and a diverse range of products and services.

Our award-winning wealth management advice service is delivered exclusively by some 3, 1 qualified advisers, who are collectively referred to as the St. They play the leading role in delivering our wealth management service. It offers exceptional training and development, and dedicated ongoing support, with 95 individuals graduating as advisers in the first half of , more than double that of the first of half , and around a third of our gross adviser recruitment in the year to-date.

Our radical approach to investment management

Group funds under management Find out more about St. We adopt a radical and effective solution to the risk of investing, offering our clients access to fund managers of outstanding ability and the opportunity to truly diversify their investment portfolio. Get in touch today. Client sign in Careers St.

We are committed to delivering value for both our clients and our shareholders, as well as excellent support and opportunities for our Partners and employees. We specialise in delivering face-to-face, personalised wealth management advice through our expert advisory arm, the Partnership.

The latest news and updates from across our business for professional investors and shareholders.

What we do

We believe passionately that the best wealth management service is provided through personal, face-to-face advice. We value the contribution people make at all stages of their careers but are especially passionate about those in the early stages of their career journey.

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Financial planning solutions from expert financial advisers. St. James's Place offers effective wealth management and financial planning advice to individuals, . St. James's Place Wealth Account Password or memorable place* Place Partnership in the UK represent St. James's Place Wealth Management plc, which.

Sign in to our services St. Get in touch Find your adviser How else can we help Telephone enquiries. The Group Who we are Directors. Corporate governance Corporate Responsibility. Financial results Our investment story in review Information for shareholders. Regulatory news Analyst coverage Frequently asked questions. Whether you require life cover or advice on Inheritance Tax, St. Banking and mortgages St.

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We also have access to a range of banking solutions and we will take the time to get to know your requirements, and find ways of making your money work harder for you. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. Our approach to investment management. We believe our investment process provides our clients with the best chance to achieve superior returns over the medium to long term by providing: Access to a group of highly respected external fund management companies, providing greater investment flexibility and the opportunity to reduce risk.

A range of funds enabling investment in a wide spread of quoted investments available on the major stock markets of the world. The opportunity to select from a range of growth and income portfolios, offering access to a selection of investment managers with complementary investment styles, ensuring a wide spread of asset classes and real diversification of risk.

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The ability to switch between the funds available at little or no cost, without giving rise to a tax liability. Rigorous monitoring of the activities of our investment managers through an active process led by our Investment Committee assisted by Stamford Associates, Redington and other independent consultancies.

What you can expect. The value of an investment with St.

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You may get back less than the amount invested. Advice for business owners. Financial planning for business owners. What are our charges? James's Place acquires protection specialists Future Proof Ltd. Contact us In order to find out more about St.

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Subscribe to email alerts. Find your adviser We have experienced financial advisers across the UK, providing professional and personal face-to-face advice.

Ian Price , Divisional Director at St. James’s Place Wealth Management

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