The role of the Practice is to give our clients the knowledge and the means to help them to secure their financial goals and aspirations.
We believe strongly in building long term relationships within a structured wealth management programme. The aim being, to increase and protect the wealth and asset base of our valued clients.
We fully realise our valued clients are key to the success of the Practice and as a result we endeavour to provide bespoke tailored financial solutions and a unique client-adviser experience.
The value of an 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 invested.