About St. James's Place

St. James's Place (SJP) is one of the UK’s largest financial advice companies. They were founded in 1991, and today are trusted by nearly 1,000,000 clients to look after over £168bn of their money.

Our business is part of SJP’s network of financial advisers, also known as the Partnership, which is one of the largest groups of accredited and Chartered advisers in the country.

We own and run our business, but the products and services we recommend to you are created and managed by St. James's Place.

Put simply: we give you one-to-one financial advice, and the products and services you invest in are looked after by St. James's Place.

The benefits of working with us and, by extension, St. James's Place

You have our undivided attention

One of the reasons we chose to work with St. James's Place is that it allows us to focus our time on you, our clients, and the advice that we provide to help you achieve your goals.

We don’t have to worry about managing products, reviewing fund managers or whether a form needs updating. St. James's Place handle all of that.

Instead, we can dedicate our time to creating a financial plan that’s right for you and your family, helping you stick to it and guiding you through life's inevitable ups and downs.

SJP’s investment management approach

St. James's Place recognises that no single investment house has a monopoly on investment expertise, so they don’t employ in-house investment managers. Instead, they carefully select a number of external managers to manage their range of funds. Find out more here.

Access to experts

To help us build and execute your financial plan, we have access to a wide range of support through the St. James's Place group.

Whether that’s the best and brightest tax specialists, SJP product experts or dedicated third-party support teams, our team is backed up by some of the top financial services professionals in the industry.

Size and scale

By investing through us with St. James's Place, your money is joining over £168bn of other clients’ investments that SJP look after. This gives them real power to use on your behalf, whether that’s negotiating fund manager fees, engaging with companies on their ESG credentials or talking to policy makers about the rules and regulations that affect your finances.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

SJPWM-Crop-Blue.svg

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.