Budget Report 2020

St. James’s Place is a FTSE 100 company with funds under management in excess of £110 billion, providing highly personalised, face-to-face wealth management services to individuals, families, trustees and businesses. Our service is delivered exclusively through the St. James’s Place Partnership whose members, known as Partners, offer comprehensive advice to help you: • Build and preserve capital • Plan for a financially secure retirement • Reduce InheritanceTax liability • Achieve financial protection against risk • Fund for long-term care • Protect and share family wealth We place clients at the heart of everything we do and recognise that your circumstances and objectives are unique. Our advice and service are personally tailored to you, and are underpinned by our distinctive approach to investment management in which we select some of the best fund managers from around the world. Clients often continue the working relationship with their Partner over many years, appreciating a source of trusted advice as their financial needs and priorities evolve over time. We are delighted and proud to have received recognition for the dedicated advice service provided to our clients. Our awards include: To provide you with added peace of mind and reassurance, we guarantee the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the group’s website at www.sjp.co.uk/products. OUR WEALTH MANAGEMENT ADVICE SERVICE BUILDING LONG-TERM RELATIONSHIPS AWARD-WINNING WEALTH MANAGEMENT YOUR PERSONAL GUARANTEE