Our Advice Team

Find out more about our team of financial advisers.

All of our Advisers are motivated to help clients to manage the financial implications of life. They do this through long-term relationships that are built on trust, using deep financial planning experience and skills.  

Both in person and using our technology, your Adviser will get to know you: your circumstances, your objectives, your needs and your desires.  

From initial investments to managing your estate, your Adviser will make personal recommendations to help you to prepare for your future.  

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. 

Our commitment to you  

We commit to managing your wealth in a way that reflects your specific personal situation. To do
this, we believe that a relationship-based approach built on trust is essential.  

Your Adviser will:  

  • Provide personal financial advice  
  • Review your financial affairs regularly  
  • Advise on investment management  
  • Adapt to your communication preferences  
  • Listen to your feedback  
  • Ensure that our dealings with you are sensitive to your needs    
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