award winning and with a distinctive approach to investment management
Sapphire Financial Planning has chosen to be a Partner Practice of St. James’s Place due to the awards they have won and their distinctive approach to Investment Management, supported by its UK based customer service.
St. James’s Place are a leading wealth management company providing a range of wealth management solutions from investments to pensions.
Multi Award Winning
In 2024 alone St. James’s Place have won the following awards:
Good Money Award – Winner – Better Society Awards
Gold Achievement in Customer Experience – Financial Services – Winner – The Stevie Awards for Sales & Customer Service
Bronze Achievement in Customer Service – Financial Services – The Stevie Awards for Sales & Customer Service
Organisation of the Year – Winner – Excellence in Customer Service Award 2024
Customer Care – Winner/Gold Award – The International CSR Excellence Awards 2024
International CSR Excellence: Champion of Champions 2024 – The International CSR Excellence Awards 2024
Community Commitment – National Champion – The International CSE Excellence Awards 2024
Best Financial Adviser – Winner – The Personal Finance Awards 2024/25
Best Investment ISA – Highly Commended – The Personal Finance Awards 2024/25
Placed in Top 100 Advisers – FT Financial Adviser Forum 2024
In 2023 St. James’s Place won the following awards:
Good Money Awards – Better Society Awards 2023
Wealth Management Company of the Year – City of London Wealth Management Awards 2023
Best Advisory Service – Online Money Awards
Consumer Champion of the Year – Company – MoneyAge Awards
Investment Management Approach
St. James’s Place don’t employ in-house investment managers, instead they carefully select and contract external fund managers from the whole world market.
They have a vision that the best talent is not confined to one firm or location, and this drives their desire to access the skills of leading management groups around the globe.
UK call centres
St. James’s Place back office and administration services are UK based and make sure that all transactions are completed quickly and accurately.
The customer care teams are UK call centres for UK investments, and Dublin based for offshore investment queries.
Advice guarantee
St. James’s Place guarantees the suitability of the advice given by us 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.
This quite simply gives you reassurance and peace of mind when planning your financial future.
Commitment to clients
St. James’s Place and Sapphire Financial Planning share the philosophy that your relationship starts with us and doesn’t end at the point you decide to invest.
Click here to understand our commitment to you, through our ongoing reviews and relationship.
To understand your goals and help provide peace of mind throughout your life we work with you in three phases:
Plan
A clear plan is key in helping you meet your longer-term goals e.g. a comfortable retirement.
Design
Designing an investment portfolio that considers your time horizon, your attitude to risk and your capacity for risk.
Review
Helping you stay on track towards reaching your goals through changing market and personal conditions.
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.
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 title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.