St. James’s Place, one of the UK’s leading wealth management expert companies, has joined The PGA’s exclusive partnership programme as a Principal Partner.
Founded in 1991, St. James’s Place is a FTSE-100 wealth management business which has grown rapidly to become one of the largest organisations in its sector in the UK, with £135bn of client funds under management.
As part of the four-year agreement, PGA Members will be able to access financial planning advice 365 days a year from a locally-based St. James’s Place adviser.
This includes straightforward services such as insurance products, mortgage advice or opening a Junior ISA for a child or grandchild, as well as more complex financial planning needs, including inheritance tax planning, pension planning or advice for businesses.
PGA Members will also benefit from a range of financial planning resources that will be made available through the Association’s online CPD platform, PGA Learn.
The partnership affirms The PGA’s mission to improve the personal and professional lives of its Members, whilst supporting the shared vision of being the best and most reputable organisations in their respective industries.
Claire Blackwell, Director of Marketing at St. James’s Place Wealth Management, said: “We are pleased to be announcing, alongside The PGA, our new commercial partnership. A lot of what The PGA stands for also resonates with St. James’s Place. Improving personal and professional lives, people-orientated organisations with an ethos and approach routed around face-to-face interactions and delivering an exceptional experience. We look forward to working with The PGA and to the opportunities this partnership brings.”
Commenting on the partnership, Richard Barker, PGA Executive Director for Business Development, said: “We are delighted to be partnering with St. James’s Place and look forward to developing some exciting initiatives together that will help to improve the financial security and wellbeing of our Members. The PGA Membership is incredibly diverse in terms of age, role, employment status and financial situation – this partnership will provide a one-stop-shop for wealth management and financial support whatever their individual aims or circumstances.”