St. James's Place
Our Role Within St. James’s Place
We are proud to be a Principal Partner Practice of St. James’s Place Wealth Management, which is well established as one of the UK’s leading wealth management organisations.
Being a Principal Partner Practice means that all of our clients could benefit from the St. James’s Place approach to investment management. St. James’s Place offer an advice guarantee*.
Together we specialise in meeting the financial needs of people who have created significant capital, or who earn high incomes, and whose circumstances are therefore more complicated than most.
At the heart of the business is the St. James’s Place Partnership, which is the advisory channel for St. James’s Place Wealth Management. This brings together some of the most experienced, able and highly-regarded professionals working in financial services today.
The value of an investment with St. James’s Place will directly be 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 St. James’s Place Advice 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 at www.sjp.co.uk/products
Approach to Investment Management
St. James’s Place Wealth Management recognises that no single investment house has a monopoly on investment expertise, and they do not employ in-house investment managers. Instead, they carefully select a number of external managers of outstanding ability to manage their range of funds.
This has a number of advantages:
- It gives them the freedom to select first-class managers from the global investment market to manage their funds on behalf of our clients.
- It enables them to change any of these managers at short notice if they have lost confidence in them, without any charges, or tax, or inconvenience to our clients.
- It gives clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles.
The value of your 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 you invested.
The St. James’s Place approach to investment management only applies to St. James’s Place products.
St. James’s Place Wealth Management Awards
2024
Good Money Award – Winner – Better Society Awards
Gold Achievement in Customer Experience – Financial Services – Winner – The Stevie Awards for Sales & Customer Service
Bronze Achievement in Customer Service – Financial Services – The Stevie Awards for Sales & Customer Service
Organisation of the Year – Winner – Excellence in Customer Service Award 2024
Customer Care – Winner/Gold Award – The International CSR Excellence Awards 2024
International CSR Excellence: Champion of Champions 2024 – The International CSR Excellence Awards 2024
Community Commitment – National Champion – The International CSE Excellence Awards 2024
Best Financial Adviser – Winner – The Personal Finance Awards 2024/25
Best Investment ISA – Highly Commended – The Personal Finance Awards 2024/25
Placed in Top 100 Advisers – FT Financial Adviser Forum 2024
2023
Good Money Award – Better Society Awards 2023
Wealth Management Company of the Year – City of London Wealth Management Awards 2023
Best Advisory Service – Online Money Awards
Consumer Champion of the Year – Company – MoneyAge Awards
2022
Wealth Management Company of the Year – City of London Wealth Management Awards
Financial Advisory Firm of the Year – Awarded Bronze – Citywealth Magic Circle Awards 2022
Best Advisory Service – Online Money Awards 2022
Best Customer-Centric Culture – Large Company – Awarded Silver – UK Customer Experience Awards 2022
Global Good Company of the Year – Awarded Gold – The Global Good Awards 2022
Best Financial Adviser – Personal Finance Awards 2022/23
Best Customer Service – Shares Awards 2022
2021
Wealth Manager of the Year – Growth Investor Awards
Best Advisory Service – Online Personal Wealth Awards
Best Wealth Manager – Shares Awards
Best Financial Adviser – Personal Finance Awards
2020
Best Wealth Manager – Shares Awards
Best Advisory Service – Online Personal Wealth Awards
Wealth Management Company of the Year – City of London Wealth Management Awards
Championing LGBTQ Inclusion – Financial Adviser Diversity in Finance Awards
2019
Wealth Management Company of the Year – City of London Wealth Management Awards
Best Wealth Planning Team – Wealth Adviser Awards
Best High Net Worth Team – Wealth Adviser Awards
Best Wealth Manager Growth Portfolio – Wealth Adviser Awards
Best Wealth Manager – Shares Awards
Best Financial Adviser – Personal Finance Awards
2018
Best Financial Adviser – Personal Finance Awards
Best Wealth Manager – Shares Awards
Wealth Management Company of the Year – City of London Wealth Management Awards
Outstanding Accomplishment – City of London Wealth Management Awards
Best Private Client Investment Manager – Wealth Adviser Awards
Best Wealth Planning Team – Wealth Adviser Awards