As a Senior Partner Practice of St. James's Place, our role is to support clients in achieving their financial goals over time. We cannot do this effectively by simply recommending product solutions. Thus, our business approach is to build trusted relationships with our clients in order to get a real understanding of their goals and aspirations so that we can create genuinely tailored solutions which are flexible enough to change as they do. We provide the level of service and client care one would associate with a small boutique operation yet with the backing, and indeed the ‘Guarantee’ of a financially secure, mainstream institution – St. James's Place. 

St. James's Place has built a sound reputation for quality. Not only in terms of high standards of advice and service but also through creating exclusive relationships with third parties which we would struggle to achieve or maintain on our own. Leading specialist law firms and solicitors, niche providers of alternative tax planning solutions and of course, the range of external investment fund managers from the global market place. 

The St. James's Place approach to investment management involves seeking out talented fund managers from around the globe, monitoring them rigorously to ensure they deliver and where necessary and appropriate making active changes and replacements for the benefit of our clients. The expertise internally creates blended portfolios to use as a foundation for our recommendations. The on going nature of our monitoring process and the constant development of our investment proposition ensures that we can focus on our key strength which is to maintain the relationship with our clients, and provide the on going care and service that they deserve. 

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.