Assisting St. James's Place Partner Practices

We are proud to work independently and assist numerous partner practices of St. James's Place Wealth Management across the UK. Despite all practices working under the SJP umbrella, we approach each of our clients with fresh eyes to develop customised, unique strategies whilst focusing on compliance, operational efficiency and client servicing standards. We can offer clients 7 years of SJP experience having worked alongside many practices, all of varying size and wealth. 

If you are an SJP partner practice looking for professional business support, operations advice or consultancy services and you would like an initial and confidential discussion about your requirements, please contact us. We can provide extensive knowledge and experience across most areas including:

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• Client Servicing Requirements 

• Operations and Practice Management

• Policy, Process and Procedure documentation

• BSP projects including client bank analysis and valuations

• Salesforce efficiency and training

• Internal compliance and processes

• Articles for marketing and website content (in adherence with SJP parameters)

• Review and/or development of internal PSS structure

• Data management and reporting