Our Bespoke Service

We are committed to providing you with a tailored wealth management service, designed to meet your specific needs and to deliver it through: 

  • Face-to-face reviews at regular intervals agreed at outset.
  • Wealth Account: an annual summary of your portfolio of investments.
  • The Investor: a quarterly magazine that includes features, and interviews with fund managers and clients.
  • Online account access. (register via the client area) 
  • Budget Briefing Notes and Tax Cards. Invitations to appropriate events and seminars; your suggestions are always valuable and your guests are always welcome.
  • E-Briefing Service: bulletins by email on your chosen areas of interest from a range of topics, delivered to you on a daily, weekly, monthly or quarterly basis, as you like.
  • Annual and Half-Year Reports of the St. James's Place Investment Committee.
  • Regular topical briefing notes.
  • My Documents service: to capture and consolidate all your financial details in one document, for the benefit of your family and professional advisers.

Our service charter provides the foundations to build a strong and enduring relationship with our clients.