Claims

A recent report by Yodelar, a firm offering regulated advice from fund experts, has raised concerns about the performance of funds and unit trusts managed by St James’s Place (SJP). According to Yodelar’s analysis, a significant portion of SJP’s unit trusts, around 80%, have been rated as poor, with these funds also underperforming in comparison […]

In a detailed examination of the case document DRN-3593155, we delve into the complexities surrounding a pension transfer advice complaint filed by Mr. A against St. James’s Place Wealth Management Plc. This case highlights critical aspects of financial advisory services, client expectations, and regulatory compliance within the UK’s wealth management sector. Background of the Case

Wealth management giant St James’s Place has announced the suspension of its property fund in response to a significant increase in client withdrawals and a downturn in the UK’s commercial property market demand. The UK’s leading wealth manager revealed that as of 12pm last Friday, it had ceased dealings in the £924 million SJP Property