St. James’s Place Partnership

Relationship-based advice

Bespoke solutions

Guaranteed advice*

Financial strength

Exclusivity

Quality

St. James’s PlaceWealth Management

Select, monitor, change

Portfolio construction

Ongoing client care

St. James’s Place distinctive approach to investment

management

Why work with me

*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.

High-quality advice • Not product-driven – but relationship-based • Access to technical experts to support complex scenarios

Bespoke solutions • Tailored to personal needs and flexible enough to adapt to changing goals, aspirations and desires • Ongoing advice and support tailored to your needs and lifestyle

St. James’s Place guarantee • 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.

St. James’s Place Partnership

The ‘key’ to access St. James’s Place

Financial strength • Listed on the FTSE 100 • In excess of £52 billion of funds under management • Experienced and focused management team

Exclusivity • Relationships with fund managers from around the globe • Professional alliances with independent investment consultants

Quality • Recognised in the market for quality of advice and service • Clear, concise, professional communication • Quality advice from ‘handpicked’ professional wealth managers

St. James’s PlaceWealth Management

The ‘doorway’ to our approach

Select, monitor, change • We scour the globe for talented fund managers • We monitor rigorously to ensure they deliver • We facilitate a seamless transition to a more suitable manager with no charges

Portfolio construction • We create blends of investment style to provide diverse strategies • Strategies which focus on addressing your needs • Retaining flexibility to tailor further

Ongoing care • We constantly review our approach and solutions for the benefit of our clients

St. James’s Place distinctive approach

The ‘home’ for your wealth

Why work with me

The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership represent St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s Place Wealth Management plc, St. James’s Place UK plc, St. James’s Place Unit Trust Group Ltd and St. James’s Place International plc are members of the

St. James’s Place Wealth Management Group. St. James’s Place UK plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.St. James’s Place Unit Trust Group Ltd is authorised and regulated by the Financial Conduct Authority. St. James’s Place International plc is authorised and regulated by the Central Bank of Ireland.

St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. Registered in England Number 4113955. SJP3986-VR8 (03/15)