Fees and Advice Process

We want to be as transparent as possible, and make your journey with us not just easy, but also enjoyable. To that end, we are delighted to announce that there are no fees to you unless you decide to implement our recommendation.

Our journey with you to provide financial advice is a 6-step approach. To give you an idea of what this process looks like for an investment, see below:


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.