We choose to become a Partner Practice of St. James’s Place for many reasons, predominantly because we believe in their distinctive approach to investment management and face-to-face advice service offering. A Wealth Management company which tracks some of the very best fund manager talent by not being tied to any single investment house. This distinctive approach allows them the freedom to choose first class fund managers from the global investment market, monitor their performance and change them when necessary, without cost or impediment to our clients.
We believe in working with an organisation with an exemplary reputation and track record, of which St. James’s Place is the embodiment. A FTSE100 company which manages over £157.5bn (30th June 2023) worth of private client assets, offers wide range of products and services that can be tailored to our client’s individual needs.
By utilising the St. James’s Place expertise in fund manager selection and trusting them to do their part, this frees up time to focus on our clients’ goals and strategies rather than the selection of funds and monitoring their performance. Being a Partner Practice of St. James’s Place enables us to provide the personalised service you would expect from a small wealth management boutique whilst being backed by the scale and resources of a FTSE 100 company.
