St. James’s Place

St. James’s Place is one of the UK’s leading wealth management organisations.

Prior to becoming an Appointed Representatives of SJP, we conducted extensive research on the wealth management and financial advice market.

We wanted to ensure we could deliver the best possible proposition to our clients and concluded that becoming a Partner Practice of SJP would help us achieve this. They are not just an award-winning wealth management company, but also one of the largest in the UK, with £179bn funds under management and a 94.6% client fund retention rate.

Being a Senior Partner Practice of SJP allows us to draw on the support of their 2000 employees, including access to Technical Connections: a leading consultancy on “all things technical”.

Please see other useful pages:

Back To Top