I've been with St James Place as my end to end Wealth Advisors for over 7 years.
Sarah has been my financial advisor for 5 of those 7 years and is truly incredible.
I'm kept up to date on my wealth account all the time, have regular meetings to review my position and i'm always kept in the loop with the changes in the market.
I couldn't recommend working with St James Place enough.
Date of experience : 23 August 2024
Reply from St. James’s Place
HI Gavin, thank you for taking the time to share your positive review of your Partner and St. James's Place. We really appreciate it! Best wishes, Izzy
11 reviews 3 days agoThe financial adviser they assigned to us has effectively gone AWOL, failing to answer emails or do anything.
The central teams at SJP are little better, we've found it difficult to even get them to release money from our investments, causing us significant difficulties.
Raised a complaint, which has been sat with them for 4 weeks, then we got an email saying we should expect it will take another 4 weeks to answer it.
On closer examination, SJP charge very heavy fees on top of your investments for what they do - this level of service is inexcusable.
Date of experience : 02 September 2024
Reply from St. James’s Place
Hi Dan, thanks for taking the time to share your review although we’re concerned to read of the issues you’ve experienced. Please can you respond to the direct message we’ve sent on Trustpilot with your full name, an SJP reference number and a contact phone or email address, so we can investigate further? Kind regards, Izzy
13 reviews 3 days ago4Life Wealth Management is the worst possible company you could ever have the displeasure of using. I have been trying to sort out my pension for well over a year. They promise to call you back with a plan (numerous times) and nobody ever does. They have absolutely no idea what they are doing. I have been trying to consolidate all of my pensions into a St Jame's Place pension fund but they seem incapable of performing even this simple task. Do not trust them with your money! I phoned St. James's place and asked them who my new advisor was they they were unable to tell me, leaving me in limbo. What a joke!
Date of experience : 02 September 2024
Reply from St. James’s Place
Good Afternoon, thanks for taking the time to share your review although we’re concerned to read of the issues you’ve experienced. Please can you respond to the direct message we’ve sent on Trustpilot with your full name, an SJP reference number and a contact phone or email address, so we can investigate further? Kind regards, Izzy
34 reviews Updated 17 Mar 2024We joined SJP 3yrs ago after being recommended by a friend. Richard Batchelor from the Bournemouth area is a great advisor and keeps us updated. He is always available by phone or Email and quick to respond. We met with him this week and are very happy with how our investments have grown and look forward to a profitable future. People need to ignore the scaremongers and speak to your advisor to allay any worries. Thank you Denise and Martin
Date of experience : 15 March 2024
Reply from St. James’s Place
Hi Denise, we really appreciate you taking the time to leave your review. We're pleased to read of your valued relationship with your adviser! Best wishes, Paul
27 Aug 2024I do not trust this company anymore. Despite the most stressful 3 months since the passing of my father, SJP are still refusing to release our money. Just a warning to anyone thinking about setting up a gift trust for your loved ones, please don’t! The company promises to pay out within a week, then we were told 6 weeks and now 3 months have passed and I still don’t when or even if we will get any of our own money back. This has been the worst experience I’ve ever had to deal with and my letter of complaint will be sent to the FOS and join a big pile by what I’ve read in other reviews. If I ever get a satisfactory conclusion to this shambles I will update this review….
Date of experience : 23 May 2024
Reply from St. James’s Place
Hi Glenn, as per your previous two review, I have shared your comments about your complaint with our Client team and your SJP Partner. I'm aware that you are in conversations with them so they'll be able to update you further. We apologise for this inconvenience and rest assured your complaint is being investigated and we hope to provide a resolution soon. Kind regards, Izzy
Read 2 more reviews about St. James’s Place 22 May 2024We have been recommended St. James ‘s Place 4 years ago by a very close friend.
The service offered is excellent! Nick our financial advisor is always committed to providing the right information at the right time. His outstanding experience is helping the whole family through the different investment strategies.
Date of experience : 22 May 2024
Reply from St. James’s Place
Hi Silvia, and thank you for taking the time to leave such a positive review of your experience with SJP! We'll make sure to share your feedback with your adviser. Best wishes, Izzy
32 reviews 15 Feb 2024SJP have done us proud although it would be more accurate to say that our SJP Partner, Adam Benton Wealth Management, has done us proud. He and his team always keeps us well informed and manages our finances brilliantly and is always at the end of the phone if we have any queries or concerns. Highly recommend Adam Benton and would have no issues at all referring others. 5*+ service.
Date of experience : 15 February 2024
Reply from St. James’s Place
Hi Brian, we really appreciate you taking the time to leave your review. We're pleased to read of your valued relationship with your adviser. Best wishes, Paul
Read 1 more review about St. James’s Place 14 Feb 2024The extreme professionalism showed by my Advisor, James. 4 years ago when faced with retirement he handled our pension transfer and other investments , during the dark , uncertain days of Covid. Everything now running smoothly and the funds are outstripping drawings which I never thought would be the case 4 years ago. We have kept in constant touch ever since and its an enjoyable rarity nowadays to have someone answer the phone and return an email . My dealings with SJP have been absolutely first class and I would recommend them to anybody
Date of experience : 14 February 2023
Reply from St. James’s Place
Hi Colin, we really appreciate you taking the time to leave your review. We're pleased to read of your valued relationship with your adviser! Best wishes, Claire
9 Mar 2024Chloe Wood of St James place, based in Ashford but visits us at home has been nothing short of excellent. She is the ultimate professional, who has given us excellent financial advice and we have seen a profit in our investment already. T Heavey
Date of experience : 10 September 2023
Reply from St. James’s Place
Hi Zoe, we really appreciate you taking the time to leave your review. We're pleased to read of your valued relationship with your adviser! Best wishes, Paul
14 Mar 2024I have been a client of SJP for 5 years now. Initially I was a novice in investments and pensions and thanks to help from my adviser I have become more knowledgeable. SJP have helped me grow my money and aim towards a much better future for myself. I couldn't be happier, I've made good returns, saved tax and I have strategy for life which I couldn't do without SJP.
Date of experience : 14 March 2024
Reply from St. James’s Place
Thank you Beth for sharing your positive review of SJP - we really appreciate it! Best regards, Izzy
7 Mar 2024I'm very happy with the overall service St. James's Place has given me. Since I switch my pension over with them I have doubled the value of my savings due the expert investment knowledge they have. I would very much recommend their services to anyone who want's to bolster their retirement plans.
Date of experience : 07 March 2023
Reply from St. James’s Place
Hi Jon, thank you for taking the time to leave your review. We're really glad to read of your positive experience with SJP! Best wishes, Izzy
Updated 29 Feb 2024I am very confident investing with SJP and have been investing regularly for a few years now. They are honest, reliable and realistic about what to expect when it comes to investing with them. This year in particular I have started to see very positive results with my investments and I hope to maintain a long term partnership with SJP and James Dare. Patience and Persistence really does pay off! It’s worth it!
Date of experience : 19 February 2024
Reply from St. James’s Place
Hi Nicole, thank you for sharing your review of St. James's Place. We're very pleased to read of your positive experience with us. Best, Claire
13 Feb 2024Firstly I was recommended by a close friend to contact SJP who had nothing but good things to say about their service. Matt was very friendly when I first contacted SJP and met with me to discuss my options and was very knowledgeable but also spoken in simple terms which I understood. When moving a large sum of money across and combining pensions it can be quite daunting and you put your faith in the experts. Having invested in their pension plan my pot has increased by over 10% already and doing really well combined to my other open pension. Yes, its early days but my experience so far has been good hence the reason I'm happy to share my story with you.
Date of experience : 13 February 2024
Reply from St. James’s Place
Hello, we really appreciate you taking the time to leave your review. We're pleased to read of your valued relationship with your practice and the team supporting you. Best wishes, Claire
26 Feb 2024I was very anxious and stressed over my pension, so really need advice on how to move forward.
It took me nearly a year to actually make the decision to change to SJP and my advisor, Chris, was extremely patient with me.
The whole experience was great - very relaxed, every was explained fully and I now believe I will get the best results possible when the time comes to retire.
I love the fact that I can have regular meeting with Chris and feel I am being given the best advise every step of the way
Date of experience : 26 February 2024
Reply from St. James’s Place
Hi Michele, thank you for sharing your review of SJP - it's great to read how supported you have felt with your SJP adviser! Kind regards, Izzy
15 Feb 2024I have been with SJP for almost 10 years. Their advice has been excellent in where to invest and how to manage my pensions, ISA's and Unit trusts. Also clear personal advice on how best to manage my estate to give the best way of passing on my estate in the most tax efficient way to my family. I have also probed in depth the reasons for the current bad press SJP are receiving and have satisfied myself and my spouse to retain the continued confidence and investment in SJP.
Date of experience : 15 February 2024
Reply from St. James’s Place
Hi, thank you for sharing your review of St. James's Place. We're very pleased to read of your positive experience with us. Best, Claire
20 Feb 2024We’ve been using SSJ for a few years now, they came well recommended and have exceeded our expectations. Great people and better advise. Nick is a diamond, set us up for life and we couldn’t be more impressed. We don’t have a massive portfolio but Nick has made what we have work really well.
Date of experience : 19 February 2024
Reply from St. James’s Place
Hi Timothy, we really appreciate your positive review of SJP - it's great to read that you feel listened to and supported throughout your interactions with us. Best, Claire
15 Feb 2024I have been using SJP and partners for 2 and half years now and they have done exactly what we agreed they would do. I feel comfortable that my money is in safe hands. We have biannual reviews to ensure objectives are being met or to discuss any concerns, I would recommend SJP.
Date of experience : 15 February 2024
Reply from St. James’s Place
Hi Thomas, thank you for sharing your review of St. James's Place. We're very pleased to read of your positive experience with us. Best, Claire
2 Mar 2024So, I have been an SJP client for 8 years. My account manager, Dean Latter, (Stroud Wealth Management Ashford) has been nothing short of exceptional. He has managed my pension very well and explained all the intricacies of what best to do in the current markets. We remain in contact several times a year, and we have long discussions around numerous subjects.
I have seen the media view of SJP and it does not align with my view at all. I have had nothing but outstanding service and commitment. I have had clear an concise information about how to manage my account (with really good results!) and dealt with in a friendly professional manner.
I have nothing but praise for the service I have received over the last 8 years.
Date of experience : 02 March 2024
Reply from St. James’s Place
Good morning Mr Hunt, we really appreciate you taking the time to leave your review. We're pleased to read of your valued relationship with your adviser and it's great to read that you feel listened to and supported throughout your interactions with us. Best wishes, Paul
21 reviews 14 Feb 2024I consider myself very fortunate to have found St James's Place as the performance of the partner I deal with and the growth of my investments has far exceeded what I expected.
At our regular meetings which are relaxed and friendly, everything is explained to me in fine detail which makes my decision making easy.
I am very happy with this firm and have recommended them to others.
Date of experience : 14 February 2024
Reply from St. James’s Place
Hi David, thank you for sharing your review of St. James's Place. We're very pleased to read of your positive experience with us. Best, Claire
12 Feb 2024I really like my annual reviews with Jenyfer. I trust her advice & she makes recommendations based on what she knows about me. My only criticism of SJP is the technology. Their online offering is poor. Very old fashioned & not user friendly at all.
Date of experience : 12 February 2024
Reply from St. James’s Place
Hi Katherine, we really appreciate you taking the time to leave your review. We're pleased to read of your valued relationship with your adviser. We appreciate your feedback regarding our online offering, however we do now have the SJP App - if you speak to your adviser, they should be able to set you up. Best wishes, Paul
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Raffles Place 1, One Raffles Place Tower 1, 048616 Singapore, SG
30 Lombard Street, EC3V 9BQ London, England, GB
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Information written by the company
In a changing world, clear financial advice gives greater confidence and certainty.
Your vision for the future is unique. Yet, whatever your plans, we believe you’d rather take advice from someone you trust. That’s why we want you to know us, just as much as we want to know you.
At SJP, we give you face-to-face, one-to-one guidance to help you achieve your life goals. Wherever you are in your life, we’ll work with you to plan, grow and protect your financial future.
We think the best way to keep your finances on track is to have an individual, ongoing relationship with a trusted adviser.
You’ll meet with your adviser to identify your goals and create a plan that will help you achieve them over the long term. Over a coffee face-to-face, on the phone or via video, they’ll help you stay on track. You’ll get the kind of peace of mind you simply can’t put a price on that comes from knowing you’re on the right path.
Managing your wealth should be simple. That’s why we’re making it personal.
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the
St. James’s Place Partnership in the UK represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP.
Registered in England Number 4113955.
SJP Approved 24/05/24
