St. James’s Place and you

Putting you firmly at the centre of everything we do is core to the
St. James's Place culture and enables us to run a genuinely client-focused business.

If we do this well, we believe that not only will you remain a client, but that you may also become an advocate for the company.

We aim to deliver our commitment to you by:

  • Providing personal face-to-face financial advice from an experienced St. James’s Place Partner
  • Giving you the opportunity to review your financial affairs regularly
  • Ensuring that your investments are managed effectively
  • Ensuring that our correspondence and literature is clear and easy to understand
  • Listening to your feedback
  • Ensuring that our dealings with you are sensitive to your needs

We want your experience of St. James’s Place to be positive in every sense and for all of your dealings with our organisation to meet with your complete satisfaction.

Contact your St. James's Place Partner to find out more.