In 2019 a questionnaire was sent to all St. James's Place clients asking for feedback on a number of key areas including the relationship with their Partner and the St. James's Place proposition. Thank you to 102 of our clients who took part in the questionnaire. Some feedback was as follows:

• 96% said they would recommend St. James's Place services to others.
• 95% said the level of contact they receive is appropriate to their needs.
• 94% said they are happy with the frequency of meetings they have with the Partner.
• 93% said they feel valued as a client.
• 93% said they are satisfied with their overall relationship with St. James's Place.

What our clients said:

"Is there anything your St. James's Place Partner could do to improve the service provided to you?"

“Richard keeps us well informed and his explanations and advice are clear. Added to which we enjoy meeting him"

“We are very happy with the service we receive and the way in which our Partner deals with us”

“We have enjoyed 25 years of wonderful service from our Partner and his staff”

“Service is excellent”

“First Class service – improvement not necessary”

“The New Quarterly statement/wealth account is much appreciated”

"What do you most value in your relationship with St. James's Place?"

“Competence and trust”

“Confidence and freedom from day to day concern”

“Richard Eaden”

“The honest interest and discussion with my Partner and the efficiency of his organisation”

“It is the personal interaction backed by a fantastic organisation”

“The range of Unit Trusts backed by the extensive research involved in selecting Fund Managers”

“Continuity with our Adviser. Easy ability to monitor performance”

“Contact, meetings and personal relationship with our Partner”

“I was pleased to see the charges included in the recent Wealth Account”