SJP to launch mobile app

Wednesday, 31 August 2022
Articles
The app will be launched within the next few weeks

Wealth manager St James’s Place (SJP) is to launch its first mobile application for clients and advisers.

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Quarter of SJP advisers are Chartered

Tuesday, 30 August 2022
Articles
Danielle Lecomber, adviser at SJP partner firm Hall & Costello Wealth Management

One in four financial advisers at wealth manager St James’s Place (SJP) has achieved Chartered status.

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Planners underestimating client vulnerability

Monday, 11 July 2022
Articles
Six in ten of the advisers surveyed only recognised half of the vulnerability related conditions identified by the FCA

Financial Planners are underestimating the number of clients that could qualify as vulnerable under Financial Conduct Authority guidelines, according to a new report.

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SJP launches personal finance research institute

Tuesday, 05 July 2022
Articles
The Finance in Society Research Institute is based at the University of Gloucestershire

St James’s Place and the Gloucestershire Business school have launched a new personal finance research institute.

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