How we can help you 

We offer wealth management advice to individuals, trustees and businesses. Whether clients want to grow their wealth or receive a regular income, we aim for them to obtain the best possible returns on their money in relation to their tolerance to risk and investment objectives. 

Other services 

In order to complement and enhance our range of services, we also have access to carefully selected external providers. 

St. James's Place believes that these providers represent the best of breed in their respective fields and are capable of delivering the high standards of service you would expect. More information on these products and services is available from us on request. 

We are committed to providing you with a tailored wealth management service, designed to meet your specific needs and to deliver it through:

• Face-to-face reviews at regular intervals agreed at outset.
• Wealth Account: an annual summary of your portfolio of investments.
• The Investor: a quarterly magazine that includes features, and interviews with fund managers and clients (print and online).
• Online account access.
• Budget Briefing Notes and Tax Cards.

The advice cycle 

• Initial meetings are provided without obligation.
• Expert evaluation and analysis of your circumstances helps us to identify areas in which we can assist you in achieving your goals or where we believe we can add value to your existing arrangements.
• Planning meetings will consider options and agree a strategy suited to your risk profile and objectives.
• Recommendations are always confirmed in writing and supported by personalised illustrations and key facts documentation.
• As future needs and objectives change over time, we believe that a fundamental part of effective wealth management is regular face-to-face reviews of your arrangement. Only in this way can we ensure that our recommendations and advice remain appropriate.

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