Steven Jerath
DipPFS
In 2007 I was delighted to accept an invitation to join the St. James's Place Group.
About
I felt that the range of in-house specialists and the distinctive St. James's Place Approach to Investment Management significantly enhanced the service I was able to provide to my clients.
Today, looking after your finances can be a complex and time consuming process, especially in the current dynamic and challenging world in which we live. I believe St. James's Place is in the best position to enhance my knowledge and expertise to ensure I can best help my clients.
I fully believe that relationships with clients should be life-long and as such, my service includes regular contact and information, keeping you up-to-date with how any changes in the marketplace may affect you.
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.
Testimonials
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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
