ST. JAMES'S PLACE

WEALTH MANAGEMENT

We choose to work with St. James's Place for many reasons, predominantly because we believe in active fund management and face-to-face advice. The Wealth Management Company of the Year for the last three years (City of London Wealth Management Awards) tracks talent and as such is not tied to any single investment house. This distinctive approach allows the freedom to choose first class fund managers, monitor their performance and change them when necessary, without cost or impediment to clients. 

We believe that advice should come with a guarantee, and the fact that St. James's Place offers such a guarantee makes it an obvious business for us to work alongside. St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website at www.sjp.co.uk/products.

We also believe in working with organisations with exemplary reputations and track records, of which St. James's Place is the embodiment. The FTSE100 company has been a standout performer over the last 25 years, offering a wide range of products and services that can be tailored to a client's needs. By utilising the St. James's Place expertise in fund management and trusting them to do their part, this frees up time for our advisers to focus on their clients' strategies rather than the selection of funds and their performance.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Floors 2 & 3,

Basildon House,

7 Moorgate, 

London,

EC2R 6AF 

020 7710 3402

customerservice@flmltd.com

© 2019 FLM Ltd. 

FLM 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 title 'Partner Practice' is the marketing term used to describe St. James's Place representatives. FLM Wealth Management is a trading name of Financial Lifestyle Management Ltd.