In 2023 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 122 of our clients who took part in the questionnaire. Some feedback for the entire Partnership was as follows:

• 97% value the relationship that they have with their St James’s Place Partner
• 93% said they feel valued as a client.
• 92% said that they trust St James’s Place
• 95% said they are happy with the frequency of meetings they have with the Partner.
• 90% said that taking financial advice has had a positive impact on their future wealth

What our clients said:

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

“The advice and guidance provided by our SJP Partner is really valuable and we look forward to our meetings with him.”

“I am well looked after”

“It has taken responsibility off my shoulders”

“I really value my long term relationship with you and feel valued. My investment is small I know but it was never felt so.”

“Richard Eaden is absolutely fantastic in so many ways. I know very little about finances / markets etc, so don't always understand the information that is sent to me in the post. In our meetings, he always explains things really clearly in such a kind way that doesn't make me feel bad for not understanding in the first place.”

"The service I have had throughout me being with St James’s Place has never faltered. I will, and often do recommend SJP to my friends.  Help is always available whenever I need it. I couldn’t ask for more.”

“All the staff are friendly, helpful and supportive. Communication is efficient and response is fast.”

“John Bishop has been very accommodating and helpful”

“Always privileged to be financially secure and this is largely due to the help and advice I have received from my SJP adviser”

“I feel Richard Eaden values us as people as well as being clients”

“I was always told money makes money and it has for me. In fact it is like a second business”

“I very much value the personal long standing relationship I have with my SJP Partners. In person face to face meetings are easy to arrange and always reassuring and beneficial”

“I and my wife particularly appreciate the honest, sensitive and helpful support of Richard Eaden and his staff”

“I have found the willingness of the team at SJP to supply me with information I've requested commendable - and the team responds quickly. I feel like there is a human at the end of the email addresses, etc. who can be counted on to help me”

“Richard is well supported by his admin staff, who are extremely helpful and diligent.”

“Richard is a true professional. Guides me through difficult circumstances after death of husband, explains clearly why investment grows, always available to discuss, records conversations, has become a trusted friend.”