St. James’s Place

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

Prior to becoming an Appointed Representatives of St. James’s Place, 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 St. James’s Place would help us achieve this. They are not just an award-winning wealth management company listed on the FTSE 100, but also one of the largest in the UK, with in excess of £143.8bn funds under management and a 96% client fund retention rate.

Being a Senior Partner Practice of St. James’s Place allows us to draw on the support of their 1600 employees, including access to Technical Connections: a leading consultancy on “all things technical”.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and can therefore go down as well as up. You may get back less than you invested.

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