Our Values

Always putting you first

We take the time to get to know you, because we believe that it is essential to understand your unique combination of circumstances, aspirations and attitudes, in order to deliver you with the best possible financial advice. We take pride in designing recommendations that are tailored to you as an individual. 

What’s more; St. James's Place guarantees the suitability of the advice we give when we recommend 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 here  : giving you complete peace of mind when you trust us to take care of your family’s finances, now and in the future.

Relationships that are built to last
When you work with us, our recommendations to you are only the beginning: trust us for your financial advice and wealth management, and we will be there beside you every step of the way, actively monitoring your assets and investments for you and your family for as long as you need us.
Financially well organised
Our aim is to ensure that all of our clients are “financially well organised” by documenting and recording clearly, all of the financial instruments and legal documents that you hold. We will regularly review this to ensure it is kept up-to-date and accurate throughout your life.
Empowerment through insight
Our advice to you, our client, is designed to empower you with the information and insight that you need to better understand your financial situation and to take well-informed decisions of your own. The same commitment to learning extends to our team of qualified staff, who are all actively encouraged to pursue additional accreditations, qualifications and learning opportunities as part of our commitment to empowerment through education.

We believe that change is the only constant: so as a business we’re always looking ahead. Our advice is always rigorously researched and backed up by the latest market intelligence, combining the expertise of our own core team with insights from the St. James's Place network of leading researchers. We work round the clock to ensure that our management of your assets is always well informed and proactive, so you can rest assured that your plans for the future are in safe hands.