Becoming a Client

Our core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients working all over the UK.

We offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company. It may take several conversations before we know enough about you to advise on the appropriate course of action and before you know enough about us to want to become a client.

When we fully understand your requirements, we will recommend options that will help you achieve your goals. We will also consider whether additional planning, for example tax planning or the use of trusts*, could help you to arrange your investments more efficiently.

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.

Our approach is to be open in all of our dealings with our clients. Therefore, we will explain our charges, your statutory rights, any protections that apply and will also confirm all of your advice in writing.

*Trusts are not regulated by the Financial Conduct Authority.