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Let us help you find your local financial adviser
Find your local financial adviser
Why financial advice from an SJP adviser
You have a unique vision of the kind of life you’d like for yourself and your loved ones. With face-to-face financial advice from someone you trust, you can make that vision a reality.
You’ll have access to our range of investment products when you work with a St. James’s Place adviser. Thanks to the expert advice you’ll receive, you’ll know you’re selecting exactly the right products to help achieve the results you want.
How we are trusted
What to expect when you get in touch
An SJP Partner will be in touch to schedule a no-obligation meeting.
When you first meet with us, we’ll spend some time getting to know you. We'll ask you about things such as:
- Your personal and family circumstances
- The money coming in and going out every month
- Your current financial situation – such as any pensions and savings you may have
- If you’ve had any previous experience of investing
- Your goals and ambitions for the future
How can a financial adviser help you?
184% of those taking regular financial advice say it significantly benefits their emotional and mental health, whilst 65% say it has improved their quality of life and enabled them to reach specific goals.
The right financial advice with a trusted adviser can help you build strong foundations for the future; both for yourself and for your loved ones, too.
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.
St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us on this form. For further information on our uses of your personal data, please see the St. James's Place Privacy Policy.
What impressed Blanche from the start was Danni’s holistic approach. "She asked us: 'What do you want your life to look like when you’re in your 60s?'"
Blanche and Mark Sainsbury,Clients
*Data correct as at 31 December 2024.
**Average rating given to 766 St. James's Place advisers across 37,367 reviews on VouchedFor, February 2025.
Sources
1 The Real Life Advice Report was commissioned by St. James’s Place. Opinium surveyed just under 12,000 UK adults nationwide in two polls between May and August 2024. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population. Quantitative data referenced is sourced from the first poll which had a total sample of 7,995 respondents. Survey included those aged 18-34 (1,940), aged 35-54 (2,654) & aged 55 and over (3,401).