In addition to the experience and expertise provided by members of the Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. We believe that the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect.
Our aim is to offer a highly-professional service that always puts the interests of our clients first.
For us it is not just about keeping our client’s finances protected. We focus upon maintaining long-term, trusted relationships to understand our clients’ ambitions and lifestyles, build strategies which aim to make them possible, and review them regularly to address changes in personal circumstances.
At RSR Wealth Management, we believe that it is possible to translate finance, investment planning and protection into simple terms, to provide clear yet thorough and comprehensive financial advice.
Through St. James's Place, we have access to carefully researched and selected global investment funds, whose fund managers are closely and regularly monitored by the St. James's Place Investment Committee. St. James's Place are confident that they are at the forefront of the advice industry and promise their clients that they will continue to invest in their advisers’ experience, academic and professional qualifications, to ensure the highest quality standard of advice within our industry.
Do not hesitate to contact us if you would like to find out more and I would be delighted to help.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.