Client Hub

1. Authority Requested

Waiting for the provider to register Authority
(Est. Time 14Days)

2. Chasing & Finance Fact Finding

Our team push providers weekly for information. Collation of your financial facts (Est. Time: 8-12 weeks)

3. Report

Written based on the advice provided and inline with your investment strategy (Est. Time: 10 Days)

4. Presentation

Meeting with your advisor to present their recommendations (Est. Time: 60 Mins)

If you have any questions, please don’t hesitate to complete the contact form below and one of our team will be in touch. Alternatively, please call our office on 01284 703422 or contact your adviser directly.

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88/89 Whiting Street
Bury St Edmunds
Suffolk, IP33 1NX
01284 703422
[email protected]

Registered in England and Wales
Company No.06803554

SJP approved as at 18/10/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (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 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.