Reviews, guides and FAQs

A selection of useful guides, including client reviews and frequently asked questions.

Our Client Reviews
29 December 2024
Find out what our clients have to say about our services.
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Guide to Tax Relief 2025-26
25 June 2025
Your guide to 2025/26 tax reliefs and allowances
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Tax Health Check
30 December 2024
Get in touch for a no obligation Tax Health Check.
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Client Service Charter
10 July 2025
Our written promises to outline the standards we uphold.
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Insights
29 December 2024
Read, watch and listen to the latest from St. James's Place.
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E-briefing service
29 December 2024
Stay up-to-date with the latest Industry Insights.
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FAQs
29 December 2024
Answers to questions frequently asked by our clients.
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Financial Vulnerability Charter
30 December 2024
Find out more about our Financial Vulnerability Charter.
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Online Security Guidance
29 December 2024
We have measures in place to help combat fraud and cybercrime.
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“Having not seen a financial adviser in a good number of years, I was a little wary of approaching anyone. Andrew, from the start was very professional and had an eye for details and was approachable and very easy to talk with, very much a discussion making sure that I was happy at each stage. His advice was very personally tailored to me and allowed me the confidence to go forward. I cannot recommend him enough.”

Client Review - Stuart Brain, Perthshire

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