SJP Client reviews and testimonials

We believe that the more informed you are, the more prepared you are – and we support clients to make informed choices about managing their wealth.

St. James’s Place is a community of Partners who are among the best financial advisers in the industry. We choose and train our Partners very carefully, because they’re the ones who will guide and support you in achieving your financial goals throughout your life.

They have a depth of knowledge that comes with experience and we’re proud to have helped guide clients safely through personal events as well as the rise and fall of global markets.

Independent client reviews and real life case studies speak louder than anything we can say about ourselves – so please read on.

988 ,000

Clients*

94.6 %

Funds under management retention rate*

4 .9/5

VouchedFor rating**

4852

Qualified advisers*

4.3 /5

Trustpilot rating***

£ 181 .9bn

Funds under management*

* Data correct as at 30 June 2024.

**Average rating given to 763 St. James's Place advisers across 32,813 reviews on Vouchedfor, July 2024.

***Average rating given to St. James's Place across 1,636 reviews on Trustpilot, July 2024.

Read our client case studies

liz
When it comes to financial advice, relationships matter as much as money

Financial advice isn’t only about your relationship with money. It’s about your relationship with your adviser. Evan and his SJP Partner Liz look back at their 32-year friendship – and share their memorable moments. 

Read more here
Finding financial peace of mind with an elderly parent in long-term care

Thanks to expert advice, a St. James’s Place client was able to ensure his mother’s care-home fees were covered for life - and reduce a potentially huge Inheritance Tax bill.

Read more here
father and daughter smiling
Smoothing the path forward after tragedy

A protection policy taken on the recommendation of his financial adviser has enabled John Prentice to be the best dad to his young daughter after the loss of his partner.

Read more here

Let’s get your money working for you

It doesn’t matter whether you’re 25 or 65 years old, you can start turning your wealth to your advantage from any age.

Your relationship with your financial adviser is as important as the decisions and advice they help you with. You need advice from a person you trust, who understands and supports your personal life goals.

It’s starting the conversation that matters, so your personal financial journey can begin. Trust gets better with time.

Start your financial journey
Committed to excellence

We are committed to delivering value for our clients.

Contact us today
SJP Approved 05/04/2024