The ethos of our Practice is to provide high levels of professionalism and integrity and to be trusted advisors for our clients over their lifetime.

Trust

To build long term relationships through our promise to deliver consistently reliable and relevant financial advice. To be open and fair with you.

Integrity

To act honestly and with strong moral principles to deliver the best outcomes for clients.

Reliability

To always be there for our clients; be meticulous in our work and leave no stone unturned.

Sustainability

To reduce the carbon footprint of financial advice by endeavouring to send documentation by email rather post, where possible. Support communities and children with financial education.

All of St. James's Place funds are signatories of the United Nations Principles of Responsible Investment, and collective action from shareholders can be a powerful lever to encourage companies to operate more sustainably.

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.