Our approach

"Highly personalised and quality face to face advice is what we do.”

By taking the time to get to know each other, we can build trust and help to establish a long-term relationship with you.

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.

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

When you invest, we will confirm back to you the full details of the investment you have made. Should you wish to, you can then monitor the performance of your investment daily via the dedicated client area on our website.

Whatever your plans for yourself, your family or your business we aim to make a real difference to your life and those you care about most.

Our On-Going Relationship With You

Your relationship with us starts, rather than ends, at the point you decide to invest.

From the moment that you decide to become a client, we aim to demonstrate the value of this relationship through the service that we deliver to you.

Whatever the level of your investment, it is as important to us as it is to you.

We will keep you informed of the way in which we are looking after your wealth by giving you access to online valuation services through our website, as well as an annual valuation report.

We will also discuss the level of ongoing service you would like. Primarily this will involve holding regular review meetings, either face-to-face or via the telephone, to discuss your investments and personal circumstances, thus ensuring that whatever decisions you have made remain appropriate and continue to meet your objectives. Whatever your ongoing requirements, we will do our best to satisfy them and will agree with you at the outset what you can expect and when.

We will contact you regularly, however, you should feel free to contact us at any time to discuss any aspect of your holdings.

*Trusts are not regulated by the Financial Conduct Authority.

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.