Our Client Services
Access to a dedicated member of your financial planning team
More
Ongoing client servicing programme
More
Online portfolio valuations
More
E-briefing service
More
Quarterly Investor Update
More
Annual wealth account
More
“My Documents”
More
Access to a range of technical tax, trust, asset management and pensions experts
More
Fund Manager videos and podcasts
More
Advice guarantee
More
Annual budget report
More
Analysis and recommendation reports
More
Access to offshore trust company
More
Client events
More
Access to the St. James's Place panel of carefully selected fellow professionals
More
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Trusts are not regulated by the Financial Conduct Authority.
Accreditation
