Our Approach
What sets us apart
Chartered Financial Planners
The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to Williams Birley Wealth Management LLP.
Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.
To date only just over 900 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.*
*Source - www.cii.co.uk
Exclusivity
- Our clients have exclusive access to St. James's Place’s distinctive investment management approach
- At St. James's Place we recognise that no single investment house has a monopoly on investment expertise. Hence, we provide access to a carefully selected group of external managers of outstanding ability to manage our range of funds
- The external fund managers are closely monitored by our Investment Committee on behalf of our clients
- The Investment Committee is assisted by a number of leading international investment consultancies, who provide independent advice on the selection and monitoring of investment managers
- Our emphasis is on developing a long term relationship with our clients, providing a trusted source of advice as their financial needs change over time
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Accreditation
