Building Client Relationships

Your clients are the core of your business. The relationships that are created when you invest and manage your clients’ hard earned wealth can last a lifetime. Trust is the cornerstone of any relationship and your clients will need to be reassured that not only do you put their interests first but that the services you provide are of the highest quality. By joining St. James's Place you can be assured that this will be the case.

Our award winning range of wealth management services is recognised as one of the leading propositions in the wealth management industry today. We enjoy one of the highest industry client retention rates and over 92% of our new business comes from existing clients and referrals. Our clients are provided with detailed reports, the St. James's Place Wealth Account, which keeps them informed of their St. James's Place services, and they are able to monitor their investments through a dedicated, secure web link whenever they want.

You are provided with a wealth of information on investment markets, our comprehensive range of investment funds, tax, trust and pension briefings ensuring that you remain up to date on all financial matters and that you have information to hand that you can provide to your clients, so that they remain confident that their wealth is in safe hands. We also publish a quarterly client magazine, The Investor, which is only available to St. James's Place clients, providing them with news, views and topical articles relating to financial and wealth matters.

You can rest assured that your clients will be extremely well looked after and, as a result, will have no hesitation in referring you to their professional and business connections.