You should only go ahead with our products and services when you have a full understanding of what you will pay
Before becoming a client we will provide you with examples of the charges that you might pay.
When using our service you will always be given a bespoke illustration showing all our charges and detailing how these might affect what you could get back in the future for every product we recommend.
Because our charges vary between products and services we encourage you to contact us if you would like to discuss these in greater detail.
For the St. James’s Place core product range of ISAs, Unit Trusts, Pensions and Investment Bonds you can find out more here:
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.
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The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy.
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SJP approved as at 08/08/2025
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management (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 at 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.