We give clients the confidence to create the futures they want.

How we deliver value

We work in partnership to plan, grow and protect clients’ financial futures, delivered by a team of highly skilled advisers within the St. James’s Place Partnership.

We operate a fee-based income model where we receive fees based on the level of client funds under management.

Clients

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Responsible business...

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The Partnership

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St. James’s Place

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Clients

We give clients the confidence to create the future they want.

988,000

clients

Responsible business...

We are committed to being a responsible business, putting responsible and sustainable decision-making at the heart of everything we do and helping our clients and communities to move forward with confidence.

The Partnership

We promote financial advice and wealth management through the St. James’s Place Partnership.

4,852

advisers

St. James’s Place

We support clients and the Partnership, ensuring they can create financial wellbeing in a world worth living in.

£181.9bn

funds under management

Supporting great client outcomes

For us, there is no such thing as a 'typical' client. They range in age from babies to centenarians and they each face unique challenges in planning for their financial futures. What unites our clients is their desire for trusted, personal advice.

Our existing client base is made up of:

988000

clients

56

average age

54 %/46%

male/female

98 %

UK-based

15% of new clients are under the age of 30. We serve an increasing proportion of younger clients with their long-term financial planning and wealth management needs, aided by a client proposition with broad appeal and our appointing younger advisers into the Partnership: in the first half of 2024, 39% of our newly-appointed advisers were under the age of 35.

Delivering for the Partnership: fundamental to our business model

Central to our business model is our belief in the importance of the long-term relationship between our advisers and their clients.

We focus on attracting the highest quality of financial advisers to our Partnership and helping them to establish and maintain long-lasting, trusted relationships with their clients. We do this by enabling, supporting and empowering our advisers to provide sound financial planning advice, with the benefit of our distinct investment management approach.

We'll continue to grow the Partnership by attracting experienced advisers through our traditional recruitment channels. We’re also increasing the capability of our Academy, which gives individuals the professional training and experience necessary to become financial advisers. At June 2024, there were almost 320 individuals training within the Academy.

support we provide to the partnership

Managing clients’ investments

We’re focused on giving clients the confidence to create the futures they want by planning, growing and protecting their wealth over time

Our approach to investment management gives clients diversification and expertise on a global scale that is beyond many wealth managers. We design and build our own range of investment funds and portfolios, but we contract some of the world’s best external managers to manage them. We also offer our clients discretionary fund management and stockbroking services, giving them even greater choice and flexibility.

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.

Doing business responsibly

At SJP, we're committed to taking responsibility for our actions and strive to have a more positive impact on our people and our communities.

With £181.9 billion of funds under management, we recognise the impact and influence our scale can have, and our responsibility to use this positively.

Being a responsible business is core to delivering on our promise of helping our clients create the futures they want. From our work with local communities to our aim of lowering our environmental impact, we are making more positive choices.

Our responsible business

Our responsible business framework

Our responsible business framework

Our responsible business framework

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The market opportunity

We are ideally positioned to take advantage of the increasing demand for financial advice in the UK.

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Our strategy

Our purpose is to empower clients with invaluable advice to realise bolder ambitions. This underpins our strategic direction.

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Data on this page is correct as at 30 June 2024.

SJP Approved 30/07/2024