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.