Naturally understanding and empathetic, we genuinely care about the Financial Wellbeing of our clients.
Our technical knowledge coupled with decades of Financial Planning and life experience come as a package. This allows us to look at the bigger picture and strategically manage our clients’ money, whilst supporting and guiding them through life’s inevitable ups and downs.
Our team are passionate about what we do and the impact our role plays in our clients’ lives. We go above and beyond and offer a service that matches this passion. This is why we believe 99%* of our clients since 2015 would recommend us to friends and family.
DOWNLOAD “ADDING VALUE TO FINANCIAL ADVICE”The value of an investment with St. James’s Place will be directly linked to the performance of the funds and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and relief from taxation can change at any time and are dependent on individual circumstances.
*More details of which are set out on the Group’s website at www.sjp.co.uk/products.
Investment Planning
Comprehensive investment solutions to help protect and grow your money to achieve personalised financial goals and aspirations.
TRUST* & ESTATE PLANNING INCLUDING INHERITANCE TAX PLANNING
Guiding clients to help them make the most of their money throughout their lifetime whilst safeguarding it for future generations.
Mortgage Advice
Pragmatic, helpful, reliable, and flexible approach to finding the right mortgage whether it’s a first time buy or home for life. We believe our mortgage advice is some of the best in the country.
Pre-Retirement Planning
Carrying out a no-obligation review to ensure you are saving a sufficient amount towards your retirement along with reviewing accumulated pension pots We help simplify this complex topic for you and deliver tangible results.
Post-Retirement Planning
Going back to basics through meaningful, open and honest conversations with our clients. This allows us to truly understand what planning and strategies you require now to spend your retirement enjoying it to the full; knowing that you have plans in place to make your dream retirement a reality.
Long Term Care Planning
Working closely with families and their solicitors when planning long-term care for those in their later years or vulnerable adults with incapacity.
Protection
We help ensure our clients are fully protected for all of life’s ups and downs. Protecting for the ‘what ifs’ shouldn’t just stop at car and home insurance. For us, Protection is one of the most important things people should have in place to protect themselves and their loved ones – and the sooner you get it sorted, the less it costs.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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 levels and bases of taxation and relief from taxation can change at any time and are dependent on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.
- Your own dedicated qualified personal adviser from start to finish, who will have a detailed understanding of your needs and how you like to be communicated with and advised
- Exclusive access to circa 40 fund management teams worldwide (some of which are not available to UK investors by any other means than SJP)
- Actively managed funds and portfolios with regular reviews of fund managers and their teams – aiming for consistent and above benchmark performance
- External highly regarded companies assist the SJP Investment committee with their due diligence for true impartiality
- Overall detailed reviews of all financial plans (including Pensions & Investments) – frequency and medium at your discretion
- Regular analysis of your Investment/Pension Portfolio, with any fund switches being implemented within 24 hours in the event of volatile markets
- The option to review and provide guidance on externally held Investment/Pension Portfolios (no-obligation)
- Online access to your Portfolio and electronic communication so you don’t have lots of paper to deal with
- Regular Market Bulletins, a company newsletter and budget updates
- Invites to topical investment webinars and information sessions