Unrivalled Support
Being a member of the St. James's Place Partnership not only enables you to retain the freedom to organise your business in the most effective way for you, but also enables you to enjoy our unrivalled support to help build and strengthen your business.
We support you in many ways:
As a St. James's Place Partner, you will be able to call on an unrivalled level of support from our technical specialists. Whatever issues your clients may raise, even in the most sophisticated areas, you will be able to give them the information and advice they need, or can put them in touch with the relevant experts without delay. Partners find this particularly useful in matters involving, for example, estate planning or complex tax matters. Similarly, as a specialist yourself, you may be asked by other Partners to provide advice to their clients.
You benefit from the power of the St. James's Place brand
As a Partner you will benefit from the proven strength of the St. James's Place brand and our profile among the most affluent, sophisticated and successful clients. As a progressive, premium brand which represents the highest standards of quality, integrity and expertise, the power of our brand helps Partners overcome the barriers that limit the productivity of even the best advisers. Our name can also provide significant reassurance to clients, particularly during times of market volatility, and can work effectively with your own individual brand reinforcing your credibility and expertise.
You receive exceptional marketing support
Our Partners have access to strategic marketing planning and client support literature that is, we believe, the best in the industry. We also share proven, highly effective marketing techniques used to acquire new clients and strengthen existing relationships.
You can select from a comprehensive choice of financial products
We offer what we believe is the perfect solution to financial product selection, which includes a comprehensive choice of some of the best and most well researched products across the financial spectrum. Our high level of expertise across all markets and product sectors means we are constantly searching the market on your behalf, identifying new financial products or strategies that may benefit your clients, thereby increasing the time you spend providing face-to-face advice.
You have access to our distinctive approach to investment management
We do not employ in-house fund managers because we believe that no single investment house has a monopoly of investment expertise. We instead carefully select a number of external managers to manage our range of funds and we retain an independent investment consulting firm, Stamford Associates, who play a crucial role in the selection and management process. This highly effective approach gives us both the flexibility to respond to market conditions as they change and also the certainty that we are employing the best fund managers for our clients.
You benefit from offering advice that is guaranteed by St. James's Place
We guarantee the advice given by members of the Partnership when recommending any of the products and services provided by companies in the Group. This gives you far greater peace of mind when helping your clients make the right decisions, even in the most complex areas of financial planning.
You receive specialist help to smooth your business transition
When you move across to the St. James's Place Partnership, you will be assigned a Business Transition Manager to help you settle in, minimise disruption and maintain cashflow. We will make every effort to smooth the process to help you begin trading immediately but in all cases our primary concern is to play the supporting role. Our core policy is to give you the freedom to develop your business without unnecessary restraint. We know that we all gain when you are able to use your talents to maximum effect, working in the way that you prefer.
We believe the St. James's Place Partnership offers you the ideal environment in which to operate as a high achieving financial adviser. And, most important of all, we never forget that it is your business. Our role is to support and provide - you will always be the driving force and principal beneficiary of the success of your business.
