We are proud to be a Senior Partner Practice of St. James’s Place Wealth Management, which is well established as one of the UK’s leading wealth management organisations.

Being a Senior Partner Practice of St. James’s Place means that all of our clients could benefit from the St. James’s Place approach to investment management. St. James’s Place offer an advice guarantee* and you can be assured by the fact that we have the support and backing of a FTSE 100 business.

Together we specialise in meeting the financial needs of people who have created significant capital, or who earn high incomes, and whose circumstances are therefore more complicated than most.

At the heart of the business is the St. James’s Place Partnership, which is the advisory channel for St. James’s Place Wealth Management. This brings together some of the most experienced, able and highly-regarded professionals working in financial services today.


The St. James’s Place Guarantee*

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending 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 at www.sjp.co.uk/products


Approach to Investment Management 

St. James’s Place Wealth Management recognises that no single investment house has a monopoly on investment expertise, and they do not employ in-house investment managers. Instead, they carefully select a number of external managers of outstanding ability to manage their range of funds. 

This has a number of advantages:

  • It gives them the freedom to select first-class managers from the global investment market to manage their funds on behalf of our clients.
  • It enables them to change any of these managers at short notice if they have lost confidence in them, without any charges, or tax, or inconvenience to our clients.
  • It gives clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles.

The value of your 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 you invested.

The St. James’s Place approach to investment management only applies to St. James’s Place products.

St. James’s Place Wealth Management Awards

St. James's Place - Awards 2019
  • Wealth Management Company of the Year – City of London Wealth Management Awards
  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager – Shares Awards
  • Wealth Management Company of the Year – City of London Wealth Management Awards
  • Outstanding Accomplishment – City of London Wealth Management Awards
  • Best Private Client Investment Manager – Wealth Adviser Awards
  • Best Wealth Planning Team – Wealth Adviser Awards
  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager – Shares Awards
  • Wealth Management Company of the Year – City of London Wealth Management Awards
  • Best Private Client Investment Manager – Wealth Adviser Awards
  •  Top in Sector – Britain’s Most Admired Companies
  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager – Shares Awards
  • Best Wealth Manager – What Investment Readers’ Awards
  • Pension Firm of the Year  –  Financial Directors’ Excellence Awards
  • Best Private Client Investment Manager – Wealth Adviser Awards
  • Wealth Management Company of the Year  – City of London Wealth Management Awards
  • Pension Firm of the Year  – Financial Directors’ Excellence Awards  
  • Top in Sector  – Britain’s Most Admired Companies
  • Best Wealth Manager for Inheritance Tax and Succession Planning  – FT/Investors Chronicle
  • Best Wealth Manager for Trusts  – FT/Investors Chronicle
  • Best Financial Adviser  – Personal Finance Awards
  • Best Private Client Investment Manager – Wealth Adviser Award 2015
  • Wealth Management Company of the Year  – City of London Wealth Management Award
  • Britain’s Most Admired Companies – Top in Sector: Insurance
  • The Personal Finance Awards – Best Financial Adviser
  • Best Performing Fund –  City of London Wealth Management Awards
  • Best Private Client Investment Manager – Wealth Adviser Awards
  • Best Global Equity Fund – Morningstar UK Fund Awards
  • Online Personal Wealth Awards – Best Wealth Manager