St. James's Place

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Our clients

Putting you firmly at the centre of everything we do is core to the St. James's Place culture, and enables us to run a genuinely client-focused business. If we do this well, we believe that, not only will you remain a client, but you may also become an advocate for the company.

Our success can be attributed to two fundamental principles that underpin our business: the strength of the relationship between our Partners and their clients, and our distinctive approach to investment management.

We aim to deliver our commitment to you by:

  • providing face-to-face financial advice from an experienced St. James’s Place Partner
  • giving you the opportunity to review your financial affairs regularly
  • ensuring that your investments are managed effectively
  • ensuring that our correspondence and literature is clear and easy to understand
  • listening to your feedback
  • ensuring that our dealings with you are sensitive to your needs.

If you decide to return to the UK, you have the knowledge that your investments will continue to be managed effectively by an experienced Partner in the UK. For further information about our UK business visit www.sjp.co.uk

We want your experience of St. James’s Place to be positive in every sense and for all of your dealings with our organisation to meet with your complete satisfaction.