We choose to become a Partner Practice of St. James’s Place for many reasons, predominantly because we believe in their distinctive approach to investment management and face-to-face advice service offering. A Wealth Management company which tracks some of the very best fund manager talent by not being tied to any single investment house. This distinctive approach allows them the freedom to choose first class fund managers from the global investment market, monitor their performance and change them when necessary, without cost or impediment to our clients.
We believe in working with an organisation with an exemplary reputation and track record, of which St. James’s Place is the embodiment. A leading wealth management company which manages over £181.9bn (30th June 2024) worth of private client assets, offers wide range of products and services that can be tailored to our client’s individual needs.
By utilising the St. James’s Place expertise in fund manager selection and trusting them to do their part, this frees up time to focus on our clients’ goals and strategies rather than the selection of funds and monitoring their performance. Being a Partner Practice of St. James’s Place enables us to provide the personalised service you would expect from a small wealth management boutique whilst being backed by the scale and resources of a large company.
We believe the suitability of advice should come with a guarantee, and the fact that St. James’s Place offers such a guarantee to our clients makes it an obvious business for us to be part of St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
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
We are honoured by the awards and recognition SJP have received. Corporate awards recognise the best service levels and most consistent high performance within business sectors.
We are a Partner Practice of St. James Place because we believe in their distinctive approach to investment management and face-to-face advice service offering.
At the heart of Berkshire Financial Planning is me Samsu Miah. I founded Berkshire Financial Planning in 2019, after spending 15 years working for two of the biggest banks in the UK and Europe.
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