We don’t make promises we don’t intend to keep but we do promise:

• A consistent service - one financial planner who'll build a personal relationship with you, your family and your business

• Respect for you - we know that managing your wealth can be a sensitive topic. We’ll respect and guide you every step of the way. No question is a stupid question, all challenges are welcome, and we’ll ensure you have clarity throughout.

• Open and honest communication – whether you prefer face-to-face, online, email, a phone call, or a mix, you tell us what works for you. We'll strive to get back to you within 24 hours.

• Proactive advice and support - while we're investing for the long-term, changes in the world can have short-term impact. We’ll be on the front foot to ensure we can give you clarity on that impact and strive to put your mind at rest. 

• Transparency is not always clarity - we'll be upfront and clear about fees from the outset. We won't progress until you're confident that you understand exactly what you're signing up to.

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.