If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business, receiving an inheritance, or approaching retirement, a review of your financial goals is crucial.
As a Partner Practice of St. James's Place Wealth Management, our focus is on you and on achieving or maintaining financial security for you and your loved ones.
The products and services we recommend have been carefully selected and represent ‘best of breed’ in every area of financial planning. St. James's Place recognises that no single investment house has a monopoly of investment expertise and therefore adopts an effective solution to this problem. We do not employ any in-house investment managers, instead we carefully select a number of external managers of outstanding ability to manage our range of funds.
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 provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Simon Francis has been our financial adviser for the last year. We have been consistently impressed with the quality and clarity of his advice. Working with him has been a wholly professional experience, tailored entirely to our needs. Our time and convenience has always been a priority for Mr. Fran...
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.