OUR SERVICE CHARTER
ONGOING ADVICE FEE:
We will discuss with you the ongoing advice fees for our services. Our advice is not free. Details of the charges we make for our advice and how it is paid for are set out in the ‘Key facts about our costs and services’ document you receive. The cost for our advice is paid for and facilitated out of the overall charges levied on your investment. The advice charges will also be discussed with you and the specific amount charged will be provided on your personalised illustration. If you have questions please do not hesitate to contact us. 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.
GUARANTEED ADVICE
To provide you with added peace of mind and reassurance, St. James’s Place guarantees the suitability of the advice given by members of the 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 www.sjp.co.uk/products
OUR APPROACH
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