MY ADVICE

Face to face meetings will always be the bedrock of our service offer but we also understand that this may not always be practical or convenient for you. With that in mind we offer an increasing number of digital tools that allow you to seek advice and manage your finances at the click of a button.

Our Client Advice Portal provides you with a secure and personal account, allowing you to access many of the range of services provided by Penney Financial Partners. The portal also allows you to request meetings with your consultant, either face to face or via one of the virtual meetings rooms. This function also allows for up to four users at one time so you can invite other family members or professional advisers.

By registering for St. James’s Place Online services, you can review your plans and the performance of your investments as well as access documents online.

To register for any of these services or to log in then please follow the appropriate links below.

Client Advice Portal

Manage your financial affairs and seek financial advice at your convenience.

Register Login
St. James’s Place Online Services

Access your St. James’s Place Online Wealth Account.

Register Login
St. James’s Place E-Briefing

Register your preferences from SJP's comprehensive Insights hub.

Register Login
CREATING A BETTER FUTURE IN A WORLD WORTH LIVING IN

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 title 'Partner' are marketing terms used to describe St. James's Place representatives.

Penney Financial Partners is a trading name of Penney Financial Partners Ltd. Penney Financial Partners Limited is registered in England and Wales, Number 09964340. Registered Office: Kensington House, Knights Way, Battlefield, Shrewsbury, Shropshire, SY1 3AB, UK