As Partners within the St. James’s Place Wealth Management Partnership, we provide personal,
face to face wealth management advisory services to St. James’s Place clients. St. James’s Place
acts as principal to the Partnership, and ensures that any wealth management services that
we provide to you are delivered in accordance with the applicable regulatory requirements.
St. James’s Place is also responsible for managing any complaints made by you in respect of
the services we provide.
This Privacy Policy explains when and why we collect your personal information as
part of our provision of wealth management services, and also explains how we use your
information. If requested, we will provide you with a copy of this Privacy Policy
for your records.