Ongoing Tailored Wealth Management Advice - We offer bespoke advice to all clients. As your individual circumstances change, we can help you with ongoing support to achieve your financial goals. The comprehensive wealth management advice service we offer covers:

• Preserving and building capital
• Planning for a successful retirement
• Reducing Inheritance Tax liability
• Gaining financial protection against risk

A Distinctive Approach to Investment Management - At St. James's Place we recognise that no single investment house has a monopoly on investment expertise. We therefore provide access to a carefully selected group of external managers to oversee our range of funds. These managers are closely monitored by our Investment Committee on behalf of our clients. The Investment Committee is, in turn, supported by a number of independent external consultancies that are able to provide extensive research into the investment management market.

Annual Confidential Review - Regular face to face reviews and telephone reviews are an important part of our ongoing service. You can also request a full review of your finances at any time.

My Documents - This document is exclusively available for clients of St James’s Place. It is designed to ensure that your key professional contact details and a summary of your financial affairs are held in one place.

Online Investment Valuations - Our website http://www.sjpp.co.uk/johngreening provides information, details and current valuations of your St James’s Place investment holdings.

Annual Wealth Account - This is an annual statement confirming the value of your St James’s Place investments and policies.

Your Commitment - To enable us to provide you with the very best service, we have an expectation that you set aside time each year to review your financial positon and provide us with up to date information and details of any significant changes. This will ensure we can provide the most relevant advice and support to you to assist in managing your financial needs.

Guaranteed Advice

St. James's Place guarantees 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.

Exclusive Client Communications and Event

There are many wealth management communications, briefings and client events for you to choose from. These will ensure you remain up to date with all the latest economic information including any key changes that may affect your financial future.

• Insights – Online access to news and thought provoking articles on matters that affect your wealth via my website. Articles cover a variety of topics, from the latest market data and fund managers’ perspectives to key issues and developments in tax and pension planning.
• E-Briefing Service – An exclusive programme of wealth management e-mail communications delivered directly to you on a daily, weekly, monthly or quarterly basis. You can select your personal areas of interest from a range of topics –To register please visit www.sjpp.co.uk/johngreening
• The Investor – This popular magazine, produced quarterly, contains a variety of thought provoking articles and fund manager insights on current market as well as their views for the future.
• Client Events – Periodically events may be arranged which may be simply for entertainment or to discuss topical issues with likeminded individuals and a specialist presenter. Your suggestions are always valuable and your guests are always welcome.

We offer a fully personal service. We know our clients individually and hope to be your trusted advisors for many years to come. That means you can expect to speak to us and not a call centre. Of course, for you to have personal access there will be occasions when we aren’t always available and we will endeavour to let you know and get back to you as soon as we can.

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.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances. 

*This may include the referral to a service that is separate and distinct to those offered by St. James's Place.

Finally, we are not an ‘internet’ company. Our proposition is one of service, loyalty, trust and reliability. Our service and advice is not free, but we are certain that you will find tremendous value in what we do as our other clients have done and have taken the time to write about us:

“After many years of toying with financial planning, I met John who gave my financial affairs (and me for that matter) a good shake up. As a result of expert knowledge, a little reality checking and creative planning, from a financial point of view, my future is more secure than I could ever have anticipated … and he is a tremendously nice guy.”

Michael Clavell-Bate, Senior Office Partner, Eversheds, Manchester

“John Greening is our ‘point man’ but we talk to all of his team who give us an excellent service. We really enjoy the relationship. John and his team are efficient and helpful. We have total trust and confidence in all the services they provide.”

Patrick McGrath, Director, Hatch Mansfield

“John Greening has been advising me financially for many years now and I have always found John to be very knowledgeable and offers sound advice in all aspects of my financial planning. John and St. James's Place offer a wide variety of services and are very adaptable in regularly changing market situations. The service is tailored and personal to everyone’s individual circumstances. I would have no hesitation in recommending John and his team to others.”

Stephen Hogg, Lead Director/Surveyor, Jones Lang LaSalle

“I have always found John to be very knowledgeable and considerate of my needs and requirements providing me with the appropriate advice at the current time. I have always received a first class service from both John and the St. James's Place team and would not have any hesitation recommending him to anyone.”

Louise Emmott, Local Director/Surveyor, Jones Lang LaSalle

“For the past eight years, my pension and various investment portfolios have been managed by The John Greening Practice. During what have been difficult times, I’ve great confidence in John’s proactive approach to financial management and his in depth knowledge of the complex investment marketplace. He has successfully built a team of people who provide a high level of support and are attentive, responsive, friendly and always professional.”

Roy M Torres, retired Co Director, West Yorkshire

“Dr John Greening and his team of St. James's Place have always provided us with outstanding service and support giving us sound, timely and trustworthy advice in a friendly and helpful manner. We have previously recommended John Greening to several friends and colleagues and would not hesitate to recommend him in the future.”

J. Davies & D.H. Davies, retired Academic and Dental Surgeon

“John has been attentive and very sound. He ensured I made the right decision regarding my exit* from my company. Our investments have been well managed. I would definitely recommend him to others. His Team have always acted quickly and have followed instructions accurately and promptly. They are all a pleasure to work with.”

Architect & Co Director, Salisbury

"John (and Tasha) are always there to help, and their practice approach is very helpful. We would not hesitate to recommend John to anyone who needs sound and trustworthy advice."

Martin & Sue Banfield Retired & Pharmacist, Manchester

If you would like to know more about the St James’s Place Client Service Charter of if you have any other financial questions or concerns you wish to discuss, please contact John Greening.