Who we are
Our Commitment
We offer a full no obligation appraisal with each service standard written on a personal basis. We will work with you to review your existing investment arrangements and provide, if required a full investment analysis including asset allocation, risk, volatility and return.
We aim to provide a first class service and grow our business through recommendations from existing clients who have been pleased with the work undertaken.
We look forward to meeting you.
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.
