SJP Products and services
Members of the St. James's Place Partnership are authorised by St. James's Place to provide advice to their clients on a wide range of products and services.
These products and services, which are set out below, have been carefully selected to meet the needs of our clients and deliver the high standards they expect. The St. James's Place Guarantee applies to the advice provided by St. James’s Place Partners on these products and services.
St. James’s Place Partners are not authorised to provide advice on any products and services that are not listed below. If you have any questions about the guarantee, please speak to your Partner.
Private Medical InsuranceAviva AXA Health Bupa VitalityHealth WPA |
PensionsSJP SIPP administered by Curtis Banks Talbot and Muir XPS |
Individual Life & Health ProtectionAIG Aviva Cirencester Friendly Guardian Legal & General LV= Royal London The Exeter VitalityLife Zurich |
Tax-Advantaged InvestmentsAlbion Capital Beringea Canaccord Genuity Close Asset Management Downing Foresight Gresham House Guinness Mercia MMC Molten Ventures Octopus Par Parkwalk Puma Time Investments Triple Point Unicorn YFM This panel is subject to change as managers open |
Employee BenefitsAviva Canada Life Unum Zurich |
Mortgage lendersAvailable from a wide range of lenders including: Barclays Halifax HSBC Nationwide Santander Virgin Money Your home may be repossessed if you do not keep up |
Long Term CareAviva Just Legal & General National Friendly |
Pensions AnnuitiesAviva Canada Life Just Legal & General |
Discretionary fund managementSJP DFM (provided by Rowan Dartington, a subsidiary of St. James's Place) |
Philanthropy ServicesCharities Aid Foundation |
Purchased Life AnnuitiesAviva Canada Life |
Workplace pensionsAegon Aviva People's Pension Royal London Scottish Widows |
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place or Rowan Dartington can go down as well as up. You may get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
St. James’s Place Partners are only authorised to advise on the products and services that have been approved for distribution to our clients. In the event that a client wishes to consider a product or service which is not included in the St. James’s Place range, their Partner may be able to introduce them to a third party such as those listed below, who can provide further information and/or advice on the product or service. Please note that in such circumstances, the information and/or advice on the product and service will be separate and distinct to those offered by St. James’s Place Partners and will not be covered under the St. James’s Place Guarantee.
These providers are listed below:
Business servicesElephant's Child |
Specialist General InsuranceGallagher Miller Insurance Services Safe&Secure |
Tax ServicesEY |
Trustee servicesGenus Trust Company |
Legal ServicesBrodies Clarke Willmott Cleaver Fulton Rankin Edwin Coe Kings Court Trust Pavilion Row |
Employee benefitsGallagher |
Specialist Banking and Lending ServicesMetro Bank SJP Cash Deposit Service powered by Flagstone TorFX Please contact your St. James’s Place Partner for details of the private banks we work with. |
Discretionary Fund ManagementMASECO |
Long Term CareKareHero |
Mortgage brokersBrightstar International Private Finance Omega |
Private Medical InsuranceGallagher |
The information on this page was last updated on 14 January 2025.
