Refreshed Brand

Whilst the name and look of our brand is new, our team, service and commitment remain the same. Your relationship you have with us, and St. James's Place has not changed.

We recognise that our brand plays an integral part of who we are and what we believe in. We have invested in our brand to help reflect on our personality as a team and how we help our clients.

We have made the strategic decision to evolve it to help reflect on where we are on our journey as a business.

Our purpose

We believe that life is not a rehearsal. We listen and understand our client’s financial goals. We help them join the dots in life to create a financial plan that will make a difference.

Vision

Our vision is to be one of the most respected firms of Chartered Financial Planners in the UK.

Mission

We aim to change people’s lives by working with them to achieve financial independence and to be free from financial worry.

Our Values

We inspire each other to deliver the best financial planning for our clients. Our values are what drives us collectively to make a lasting impact on all that we do.

Client centred

Powering progress and having a positive, life changing impact on people’s lives is central to our brand and everything we do.

Committed Professionals

We are dedicated to advancing clients, each other and our company.

Trusted

Trust is the foundation of any relationship we form with our clients and each other. We are proud that our clients consider and recommend us as their trusted financial planner who can make a positive difference to their lives.

Knowledge for good

We challenge ourselves to improve all the time. This means that we look to recruit and develop the best talent for our team. For example, some of our Financial Planners are already Chartered and continue to develop their knowledge and the rest are on a pathway to becoming Chartered Financial Planners. We believe in educating our clients and devote time to provide financial education to help people understand more about their money, goals and what it takes to achieve them.