St. James’s Place

There’s advice that can change your day. Then there’s advice that can change your life. And the lives of those you love. The kind of advice that only ever comes from people who have your best interests at heart. It's invaluable: https://ow.ly/4p5250QU2J4 #InvaluableAdvice

The St. James’s Place Charitable Foundation recently funded a further two brand-new, Variety Sunshine Coaches to Fosse Way School in Radstock and Carrongrange High School in Grangemouth, which SJP Foundation Representatives, Jenyfer Beardsley and Lisa McCreadie were proud to present. This follows the celebration of our 50th Variety Sunshine Coach, donated to Westcroft School in Wolverhampton, last year! Variety Sunshine Coaches are specially adapted minibuses which give children and young people with SEND or disabilities the opportunity to explore places they would otherwise never visit. We are proud to be making this donation, with more to follow later this year. #sjpwealth #sjpfoundation

The wealth gap continues to widen, and financial comfort is deeply tied to income levels. Our latest Financial Health Report research reveals key insights: https://ow.ly/mE6h50Vh6Xr ?? Hear from our Director of Advice Policy & Operations, Alexandra Loydon née Webster on how income impacts financial stability and why financial education and advice are more crucial than ever. ?? How do you feel about your financial future? Comment below!

A fantastic evening celebrating some of the West Midland’s most inspiring and courageous young people took place on Friday 28th February: The Birmingham Children of Courage Awards 2025! This event not only recognised a group of brilliant young people who’ve shown awe-inspiring resilience and bravery but also raised money for the St. James’s Place Charitable Foundation. A huge thank you to everyone who supported this important cause, your generosity helps make a real difference across the West Midlands and beyond. #SJPwealth #SJPFoundation

New to family financial planning? Our ten point financial to-do list will set you on the right track: https://ow.ly/4Y7B50VfrmC #FinancialPlanning #ToDoList

Last week’s market update in 6 mins: https://ow.ly/cJTI50VfrBk ?? Stock markets continued to face pressure last week, after Trump continued his ‘will they, won’t they’ approach toward tariffs. ?? US markets are currently having a particularly tough time, with both the S&P 500 and the NASDAQ finishing the week down over 5%. #Markets #USMarket

??We’re delighted to share the 122nd edition of The Investor, full of invaluable financial insights! In this edition, we tackle the importance of optimism even when headlines seem daunting and how expert guidance can help when making big financial decisions. SJP’s Joe Wiggins sheds light on common investor pitfalls and there’s an inspiring interview with finance expert and author Bola Sol. We also share some essential tips for preparing for retirement in your final working years and explain the differences between active and passive investing to help you understand your options better! Plus, get a glimpse into the rewarding careers of our talented advisers. Dive into the latest edition of The Investor for all this and more! https://ow.ly/w06750VaXJh #TheInvestor #InvestmentInsights #FinancialPlanning

Planning for the future starts with the right advice. With help from a St. James’s Place financial adviser, retiring early, traveling more, and even supporting loved ones could become possible. Get expert one-to-one financial advice today: https://lnkd.in/eikHAKnQ St. James's Place Wealth Management PLC is authorised and regulated by the Financial Conduct Authority. #FinancialPlanning #RetirementPlanning SJP Approved 5/3/25

We’re delighted to share that Rob Sanders will be joining SJP as our Chief Client Officer! Rob brings with him a long history working in asset and wealth management as a leader in marcomms, digital and data. Rob spent 10 years leading Aberdeen Asset Management’s marketing efforts around the world as Head of Group Marketing, then went on to found and lead his own FinTech business, called Door, which simplifies data exchange between asset and wealth managers. “I’m incredibly excited to join SJP at this interesting and transformative time. I’ve admired the SJP business model for some time, along with how its faced into the reputational challenges over the last couple of years. Building better and more client centric comms and marketing and experience is something close to my heart and I can’t wait to start working with the team at SJP to deliver this.” Rob Sanders Welcome to SJP, Rob! #SJP

Today is International Woman's day and this year, we’re spotlighting the journeys of our incredible female advisers as they share their experiences navigating the financial industry. From overcoming challenges in a traditionally male-dominated space to championing financial confidence for all, their stories inspire and pave the way for future generations. Join us in celebrating their achievements and the vital role they play in helping people achieve their financial goals. #InternationalWomensDay