Our five values underpin everything we do. The relationship we build with you and the advice we offer you will always be based on these values. The are:

Transparency – We will always offer easily digestible, jargon-free information. The world of finance can be unnecessarily confusing and off-putting, traditionally using unfamiliar terms and overly-complex explanations. We aim to demystify it and make it accessible to all.

Adding Value - We know that your money is precious and needs to work for you. Our advice should help you build value: we won’t waste your time, will always look for the best outcomes for your circumstances, and will never recommend anything we don’t believe is in your best interests.

Building long-term relationships – Good relationships are built on mutual trust and respect. We believe in building long-term, supportive relationships, not short-term transactional associations: the better we know and understand you, and you us, the better we can advise you to help your money work for you.

Coaching – We want you to understand and feel comfortable with your investment plan. We aim to coach you to be able to make objective decisions based on the best outcomes for your situation, not for you to just follow instructions or be unsure of the reasonings behind our proposals.

Candour – we will always give you our honest appraisal of an investment or a strategy and how well suited we believe it would be for you. We work for you and with you on your individual goals and unique situation.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.