We are committed to giving you financial advice and lasting guidance that is for the long-term, through longstanding relationships based on trust, expertise and empathy.
Our philosophy is simple:
We believe in financial wellbeing for all. We will provide a highly personalised service, with the aim of ‘earning the right’ to be your trusted financial adviser for many years to come. We will help you to manage your financial affairs confidently, and always base our advice on your personal goals and values. We do this through personal, face-to-face financial advice.
Our service includes:
When we meet you to review your personal finances, we will:
Working together, we aim to make sure that you:
We will keep in touch with you regularly. This means that you’re kept fully informed of how your money is being managed and up to date with any market changes, particularly ones that might affect you directly. We will agree with you at the outset what you can expect and when.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
JPS Wealth Management Ltd is registered in England and Wales, Number 09274545. Registered Office: 14a Montpelier Place, Brighton, BN1 3BF.