SJP Discretionary and Stockbroking Services
The information on this page is in relation to Discretionary and Stockbroking Services. These services are provided by St. James's Place Investment Management Ltd.
What are SJP Discretionary and Stockbroking Services?
We take wealth management personally. We know that every client is different, and every investment decision is personal. We know that by looking at the big picture and the small individual details when managing wealth, we are better placed to help our clients achieve their goals and ambitions, both today and tomorrow.
You’ll have access to your own Investment Specialist, trusted and experienced investment professionals who will work alongside your SJP Partner. Only after they have thoroughly discussed your requirements, your attitude to risk and your investment objectives, will our team of experts create a portfolio that suits your individual needs.
We’ll always maintain an unwavering focus on your goals, your attitude to risk and your future, allowing you to focus on what matters most in your life, safe in the knowledge that your investments are in good hands.
We know that things change in life. So, your SJP Partner and Investment Specialist will keep in regular contact to check your portfolio is meeting your objectives. As market conditions and your objectives change, they’ll be on hand to adjust your portfolio accordingly.
We’ll keep you up to date with your portfolio’s performance and any changes with regular reviews and valuations. You can also monitor your portfolio online through a secure, password-protected area of our website. So, you’ll be sure that we’re always acting in your best interests.
The value of an investment may fall as well as rise. You may get back less than the amount invested.
Why choose our Discretionary Managed Services:
- On-going portfolio management
- Portfolios constantly monitored by our investment research team
- Regular portfolio valuations and reviews
- Online access to your portfolio so you can check your holdings and the valuation of your portfolio at any time
- Investments held securely with our nominee service. Cash is held in trust, in a client money account
Trusts are not regulated by the Financial Conduct Authority.
Stockbroking Services:
Through our Stockbroking Services, you have two options, either managing the portfolio yourself, allowing you to buy and sell holdings, whilst conveniently keeping all your investments in one place, providing a straightforward dealing service.
Alternatively, using our Advisory Dealing Service, which gives you the freedom to make all the decisions, while we manage your investments and offer advice.
We will advise on suitable individual investments all of which are recommended by our in-house research team, whilst you remain in control of how your portfolio is structured. Your Stockbroker is always on hand to execute trades over the telephone and your St. James’s Place Partner will be kept informed every step of the way. We will also support you with the day-to-day administration and have access to our Capital Gains Tax Service.
For further information, please read the following:
Click below for our important investor information, in relation to Discretionary and Stockbroking Services.
When managing your investments, we translate our global expertise into something personal, never losing sight of your unique needs.
There’s now greater opportunity for people to align their values with their financial objectives. By putting your wealth to work for the issues you believe in, you have the power to make a more positive impact through responsible investing.
Click below to access your online portal.
Please note the Portal uses our legacy brand Rowan Dartington. We will be updating this in due course.
The value of an investment with St. James’s Place Investment Management Ltd may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.