Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.
We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.
We operate under a Distributor Deed with St. James's Place (instead of a UK partnership agreement), due to the different legal structure on the Isle of Man. This means that we only advise on products and investments offered by the St. James's Place Wealth Management Group. The St. James's Place Guarantee applies to the advice we provide.
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.