Our Vision and Values

We believe in helping people to overcome their financial challenges and to explore their opportunities.

Our values:

• Responsibility – both in our decision making, how we advise you to invest and having the mindset of doing what’s right.
• Care – supportive and respectful for colleagues, clients & in the community.
• Trust – building long term relationships by being open, fair & transparent.
• Inclusivity – a team which works together with a common goal of putting the client first.
• Diversity– a friendly team with different ideas, interests and cultural backgrounds to make the company succeed.

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.

We truly put our clients at the heart of our business and provide a genuinely client-focused service. We ensure we deliver on nine core commitments to our clients:

1. Providing highly experienced and qualified personal face-to-face financial advice
2. Understanding your financial circumstances and objectives.
3. Focusing on your priorities
4. Affording you the opportunity to review your financial affairs regularly
5. Ensuring that your investment plans are reviewed regularly
6. Agreeing an on-going servicing framework with you
7. Ensuring that our correspondence and literature is clear and easy to understand
8. Encouraging and listening to your feedback
9. Ensuring that our dealings with you are always sensitive to your particular needs

If we meet or exceed your expectations, we believe that not only will you become and remain a satisfied client but that you may also become an advocate for the services we provide and commitments we make.