Our Values

Being honest – to both our clients (even where the truth may hurt), and to our staff. We are committed to being open, transparent, honest, and doing right by people.

Adding value – to help improve our clients’ quality of life, and to ensure we do as much as we can so they may live a happy and fulfilled life.

Providing opportunity – for our clients to achieve everything they want in life, and for our team to have a platform for ideas, feedback, innovation and creativity; a place where they feel they are learning and improving each and every day.

Being progressive – not only in being paperless,  but also in the technology we use - to represent our clients’ life situations, and to be clear and consistent in showing their future outcomes. For our team, it is about giving everyone a clear progression path, and to ensure they know what they need to do to improve, to be promoted, to take on more clients, to specialise – and then to make good on those promises. St. James's Place also offer a sustainable fund. 

Being collaborative – for everyone within the business to understand the purpose of everyone else’s role and the valuable parts they play – and knowing how everyone helps each other in their day to day, producing better outcomes both for our clients as well as making Vantage a positive, enjoyable, fulfilling place to work.

Being supportive - as a business, we take our relationships with people seriously. We are here to support our clients in their life goals and aims, making life as easy as possible for them – and being a dependable business that they can rely on. For our team, it is about being an extremely supportive group of people who work closely to develop, push and improve each other – being committed, championing and encouraging.

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.