A simple, transparent 4-step process to build our partnership and work towards your financial goals.

Our relationships are built on communication, understanding and ambition. We work closely with our clients for the long-term, and nurture every unique partnership to support you at every stage of your financial journey.

With your objectives as the cornerstone, we follow these four key steps to build your personal financial plan:

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.