What it means to become a client
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Our Covenant<br />
• We are comm<strong>it</strong>ted <strong>to</strong> helping <strong>client</strong>s manage their wealth in a way<br />
that reflects their personal circumstances now and in the future<br />
• We put our <strong>client</strong>s firmly at the centre of everything we do<br />
• We provide face-<strong>to</strong>-face wealth management advice <strong>client</strong>s<br />
can trust<br />
• We are a financially strong group; solvent, prof<strong>it</strong>able and w<strong>it</strong>h the<br />
resources, cap<strong>it</strong>al, people and expertise <strong>to</strong> support <strong>client</strong>s<br />
• We underwr<strong>it</strong>e our advice w<strong>it</strong>h a guarantee *<br />
*St. James’s Place guarantees the su<strong>it</strong>abil<strong>it</strong>y of the advice given by members of the St. James’s Place Partnership when<br />
recommending any of the wealth management products and services available from companies in the group.<br />
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