FAQs

What is financial advice?
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Who do we work with?
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How much can I invest?
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Is there any obligation?
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What do you advise on?
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Is this a one-off meeting?
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What do I need to bring?
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Do we have to meet in person?
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How do you decide where to invest?
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How do I know where my money is and what it is doing?
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*The writing of a Will or Powers of Attorney involves the referral to a service that is separate and distinct from those offered by St. James's Place. Wills and Powers of Attorney are not regulated by the Financial Conduct Agency.