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.