Title Image

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.

    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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    Abbeygate House
    88/89 Whiting Street
    Bury St Edmunds
    Suffolk, IP33 1NX
    01284 703422

    Registered in England and Wales
    Company No.06803554

    Representing 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 titles 'Partnership', 'Partner' and 'Partner Practice' are the marketing terms used to describe St. James's Place Wealth Management representatives.