We put our clients firmly at the heart of everything we do which enables us to run a client focused business. No two clients are the same, so we ensure that we understand your personal or business objectives and deliver solutions that are right for you. We are passionate about what we do and strive to offer you the very best service to develop long-term relationships from generation to generation.
With offices in Shaftesbury, Sherborne, Canford Cliffs and Corsham; we provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We would just like to say how well we are treated by Peter Harding Practice. We feel just like family members in their welcoming approach and the efficiency with which they respond and explain things. I would especially like to name Robyn who is always fast to reply and looks after us very well.
Sarah's wise counsel and pragmatic advice has ensured that my pension fund has delivered solid, consistent results over the last decade. On a number of occasions, her patient discussion has saved me from myself. During the last ten years, her service and attention to detail has been exceptional and ...
I have known Sarah Pike for two years now since she was introduced to my wife and I by a friend who has been a client of hers for some while. Referrals are by far the most reliable source of introduction in my view, and this introduction has further enhanced that opinion. Decisions made during retir...
I first met Sarah Pike in 2014 when investigating wealth management options to support my private pensions and investments. After several debates and meetings, I was impressed by her honesty and extensive knowledge base bust mostly her sincerity. Since this initial period, she has looked after all o...
Please remember past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
We have involved with St. James's Place for about 14 years now. The advice has always been about everything from inheritance planning to annuity to care of parents, and I have to say it has been exemplary! Particularly I have called upon Sarah Pike to explain and re-explain much of the information I...
I have just received my wealth statement and am pleased with the return on my investments. Keith has given me sound advice and support. I would recommend him to anyone.
Please remember past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
I have always received superb, courteous service and would and do recommend him to anyone. I do occasionally disagree with some recommendations which leads to us having a full discussions of the pros and cons, but there is never any pressure. The advice I have been given over the years has been very...
Please remember past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Jane provided an exceptional service in guiding us through our first house purchase. Her advice was easy to understand, she was quick to respond and very professional. We would fully recommend her to anyone.
My aunt, mother, brother and I have been clients of St. James's Place for many years. My aunt and I have been very pleased with the advice and support we receive from James Suttie, our dedicated adviser. James not only advises on our St. James's Place investments but also gives advice on our overall...
Sarah has always given me and my family timely and trustworthy advice and information. I have no hesitation in recommending her to anyone.
Jane has done an outstanding job getting me in the property ladder in London from the outset. As a first time buyer I was anxious about finding a provider with the best terms and conditions and interest rates. Jane's sound knowledge and experience undoubtedly enabled me to get the best experience po...
Richard is calm and businesslike without rushing an appointment, and written confirmation with figures follows promptly. He listens to our aims for investments, and offers very sound advice, taking time to explain anything we do not understand. When we needed to take out some money for a specific re...
Any client new to investing/financial planning will have hit the jackpot if they are fortunate enough to have Sarah assigned to them. She is a consummate professional, who puts you at your ease, as she explains with clarity and competence all the necessary stages of investment, giving sound recommen...
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.
We have known Teresa for many years. She is super efficient and organised and can be totally trusted to complete whatever she has promised to do. She has an in depth understanding of the intricate details of financial transactions and can always be relied upon to give excellent advice and support...
Anthony has been my family's financial adviser for many years and it was natural that we would turn to him for advice when we needed to fund Mum's long-term care. As always, Anthony comprehensively researched funding options and discussed them in a clear and patient manner with both myself and Mum. ...
We have had investments, through St. James's Place for more than 17 years. Service has always been excellent and returns in excess of expectations. We have not experienced any difficulty accessing our investments, even at short notice. We would not hesitate in recommending St. James's Place to anyon...
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.
Please remember past performance is not indicative of future performance.
Having been a client of St. James's Place for some 20 years I think the professionalism and service provided is excellent. My wife and I find our current Partner, James Suttie, typifies this completely. We are very pleased with his knowledge and the advice he gives to us and are happy to recommend t...
We were delighted with the way James Suttie helped us change financial advisers, reinvesting our entire investment portfolios, taking us effortlessly through every step of the way.
James Suttie has always given us best advice on a number of financial issues including advice on tax, investments and recently advice on using my father’s money wisely to provide for his future care should he need it. We would, and have recommended him to friends and family.
We feel totally at ease with Sarah's support and trust her guidance and assistance on any financial subject. She is a very professional lady and installs total confidence. It's a pleasure to have her personal support.
Sarah is very responsible and makes sure she totally understands ones individual requirements, before making investment recommendations.
Introduced to St. James's Place and Peter Harding Practice Ltd by the Daily Telegraph, we attended a lunchtime seminar that resulted in a home visit by Sarah. We were impressed by the wide range of services offered and the way that Sarah guided us to the schemes that identified and met out needs....
Please remember past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Sarah has been great with just the right amount of contact and support and helpful when minor glitches have occurred.
I have been a client of SJP since 2008. I am very pleased with the advice and support which I receive from James Suttie, my dedicated advisor. James not only advises on SJP investments but also gives advice on my overall financial situation and follows up reviews in writing very promptly.
...
Behind the unassuming, quiet exterior is a totally reliable and trustworthy man who has excellent personal skills and a thorough in depth understanding of his field. We have complete faith in his advice and have no hesitation in recommending him.
We would just like to say how well we are treated by Peter Harding Practice. We feel just like family members in their welcoming approach and the efficiency with which they respond and explain things. I would especially like to name Robyn who is always fast to reply and looks after us very well.
Sarah's wise counsel and pragmatic advice has ensured that my pension fund has delivered solid, consistent results over the last decade. On a number of occasions, her patient discussion has saved me from myself. During the last ten years, her service and attention to detail has been exceptional and ...
I have known Sarah Pike for two years now since she was introduced to my wife and I by a friend who has been a client of hers for some while. Referrals are by far the most reliable source of introduction in my view, and this introduction has further enhanced that opinion. Decisions made during retir...
I first met Sarah Pike in 2014 when investigating wealth management options to support my private pensions and investments. After several debates and meetings, I was impressed by her honesty and extensive knowledge base bust mostly her sincerity. Since this initial period, she has looked after all o...
Please remember past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
We have involved with St. James's Place for about 14 years now. The advice has always been about everything from inheritance planning to annuity to care of parents, and I have to say it has been exemplary! Particularly I have called upon Sarah Pike to explain and re-explain much of the information I...
I have just received my wealth statement and am pleased with the return on my investments. Keith has given me sound advice and support. I would recommend him to anyone.
Please remember past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
I have always received superb, courteous service and would and do recommend him to anyone. I do occasionally disagree with some recommendations which leads to us having a full discussions of the pros and cons, but there is never any pressure. The advice I have been given over the years has been very...
Please remember past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Jane provided an exceptional service in guiding us through our first house purchase. Her advice was easy to understand, she was quick to respond and very professional. We would fully recommend her to anyone.
My aunt, mother, brother and I have been clients of St. James's Place for many years. My aunt and I have been very pleased with the advice and support we receive from James Suttie, our dedicated adviser. James not only advises on our St. James's Place investments but also gives advice on our overall...
Sarah has always given me and my family timely and trustworthy advice and information. I have no hesitation in recommending her to anyone.
Jane has done an outstanding job getting me in the property ladder in London from the outset. As a first time buyer I was anxious about finding a provider with the best terms and conditions and interest rates. Jane's sound knowledge and experience undoubtedly enabled me to get the best experience po...
Richard is calm and businesslike without rushing an appointment, and written confirmation with figures follows promptly. He listens to our aims for investments, and offers very sound advice, taking time to explain anything we do not understand. When we needed to take out some money for a specific re...
Any client new to investing/financial planning will have hit the jackpot if they are fortunate enough to have Sarah assigned to them. She is a consummate professional, who puts you at your ease, as she explains with clarity and competence all the necessary stages of investment, giving sound recommen...
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.
We have known Teresa for many years. She is super efficient and organised and can be totally trusted to complete whatever she has promised to do. She has an in depth understanding of the intricate details of financial transactions and can always be relied upon to give excellent advice and support...
Anthony has been my family's financial adviser for many years and it was natural that we would turn to him for advice when we needed to fund Mum's long-term care. As always, Anthony comprehensively researched funding options and discussed them in a clear and patient manner with both myself and Mum. ...
We have had investments, through St. James's Place for more than 17 years. Service has always been excellent and returns in excess of expectations. We have not experienced any difficulty accessing our investments, even at short notice. We would not hesitate in recommending St. James's Place to anyon...
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.
Please remember past performance is not indicative of future performance.
Having been a client of St. James's Place for some 20 years I think the professionalism and service provided is excellent. My wife and I find our current Partner, James Suttie, typifies this completely. We are very pleased with his knowledge and the advice he gives to us and are happy to recommend t...
We were delighted with the way James Suttie helped us change financial advisers, reinvesting our entire investment portfolios, taking us effortlessly through every step of the way.
James Suttie has always given us best advice on a number of financial issues including advice on tax, investments and recently advice on using my father’s money wisely to provide for his future care should he need it. We would, and have recommended him to friends and family.
We feel totally at ease with Sarah's support and trust her guidance and assistance on any financial subject. She is a very professional lady and installs total confidence. It's a pleasure to have her personal support.
Sarah is very responsible and makes sure she totally understands ones individual requirements, before making investment recommendations.
Introduced to St. James's Place and Peter Harding Practice Ltd by the Daily Telegraph, we attended a lunchtime seminar that resulted in a home visit by Sarah. We were impressed by the wide range of services offered and the way that Sarah guided us to the schemes that identified and met out needs....
Please remember past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Sarah has been great with just the right amount of contact and support and helpful when minor glitches have occurred.
I have been a client of SJP since 2008. I am very pleased with the advice and support which I receive from James Suttie, my dedicated advisor. James not only advises on SJP investments but also gives advice on my overall financial situation and follows up reviews in writing very promptly.
...
Behind the unassuming, quiet exterior is a totally reliable and trustworthy man who has excellent personal skills and a thorough in depth understanding of his field. We have complete faith in his advice and have no hesitation in recommending him.
We would just like to say how well we are treated by Peter Harding Practice. We feel just like family members in their welcoming approach and the efficiency with which they respond and explain things. I would especially like to name Robyn who is always fast to reply and looks after us very well.
SJP Approved 22/03/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.