ST. JAMES'S PLACE WEALTH MANAGEMENT

Four Wealth Management is a Senior Partner Practice of St. James’s Place Wealth Management

Our clients can benefit from St. James’s Places’ distinctive approach to investment management, as well as to their broad range of services and technical expertise. We have exclusive access to the St. James’s Place range of outstanding fund managers.

St. James’s Place are a FTSE 100 company who provide wealth management solutions, specialising in providing personalised face-to-face advice. St. James’s Place recognises that no single investment house has a monopoly on investment expertise. Therefore, they do not employ in-house investment managers, but instead carefully select a number of external managers. They focus on identifying those who have the potential to achieve superior investment performance. This gives St. James’s Place the freedom to select first-class managers as well as the ability to change any of these managers at short notice if the need arises, without any charges, tax consequences or inconvenience to our clients.

We believe that this investment approach gives our clients the opportunity to diversify their investments and provides the best chance to achieve superior returns over the medium to long term.

The St. James’s Place guarantee

St. James’s Place guarantees the suitability of the advice provided by Four Wealth Management when recommending any of the wealth management products and services available from companies within the group, more details can be found on the Group’s website. This provides you with reassurance and peace of mind when planning your financial future.

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.

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