Advice and Services

Advice and services

We can all imagine the future we want for ourselves and for our family. All the advice SJP Partners give, and the wide range of services they offer, from retirement planning to passing your money on, is focused on one goal. Helping you to achieve that future, and live life the way that you want. Whether we support you in the complex area of corporate planning, or with pension advice or estate planning, we want you to feel confident and in control of your finances.

You can find St. James’s Place fund fact sheets, key fund information and performance data here.

For full details of the range of products and services that are available to you, view our ‘Wheel of Services‘.

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.

Personalised financial planning

Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your lifegoals and ambitions.

Every piece of financial advice we give at SJP has one simple goal – your personal goal. We share your values and plans, tailor our advice to fit them, and help you use your money to create the best future for yourself, and your family.

Our charges explained

We believe in clearly setting out our charges so you can understand exactly what to expect from our services.We have separate Advice, Product and Fund charges, so you can see what you pay for each of the services we provide.

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Investment planning

We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

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Retirement planning

We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.

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Protection planning

We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.

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Mortgages and specialist banking

Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.

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Corporate services

Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.

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Intergenerational wealth management

Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.

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Other services

We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.

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