Creating and maintaining the right investment strategy plays a vital role in helping to secure your financial future. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

Through St. James’s Place we are able to offer a range of carefully constructed, risk-rated portfolios that enables you to spread your investments across a wide range of asset types and countries, and to choose fund managers with different investment styles to create a balanced and diversified investment solution.

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.

Creating and maintaining the right investment strategy plays a vital role in helping to secure your financial future. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

Through St. James’s Place we are able to offer a range of carefully constructed, risk-rated portfolios that enables you to spread your investments across a wide range of asset types and countries, and to choose fund managers with different investment styles to create a balanced and diversified investment solution.

The value of your investment with St. James’s Place will be directly linked to 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 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


St. James’s Place Investments

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 an award winning FTSE 100 business.

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


” Jonathan Sands is a truly professional financial consultant with a real depth of knowledge who has brought sound, pro-active solutions to our wealth management. His much valued and trusted advice has been greatly appreciated by all of our family.

We have no hesitation at all in recommending Jonathan to friends and Colleagues. ”


Mr Peter D, Whitby