St. James’s Place Wealth Management
A proven track record you can rely on
The personal touch of a small team with all the reassurance of an established brand. That’s what you get when you work with us. As a Partner of St. James’s Place, we have the backing of a FTSE 100 company as well as access to their distinctive investment management approach.
About St. James’s Place
St. James's Place is one of the UK's leading wealth management organisations, managing client funds of over £135.5bn. The company was founded in 1991 by Sir Mark Weinberg, Lord Rothschild and the late Mike Wilson CBE.
Today, through its Partnership, the group provides reliable and expert advice in all aspects of wealth management, following a tried and tested three step process:
PLAN: A clear plan is key in helping you meet your longer-term goals, such as a comfortable retirement.
DESIGN: Designing an investment portfolio that considers your time horizon, your attitude to risk and your capacity for risk.
REVIEW: Helping you stay on track towards reaching your goals through changing market and personal conditions.
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 St. James's Place Guarantee
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.
Who will you be working with?
Although we are a Partner Practice of St. James’s Place, from your perspective we operate much like a small business. You’ll always deal with someone from the PlanIt Future team, with Rhiannon herself providing the expert advice in all cases.