Established in 2022, Great Oak Financial Partners Limited shares the same values and goals as St. James's Place and was specifically set up to meet the individual needs of its clients. It truly is a partnership between our clients, at the centre, and Great Oak providing the advice with the support and Investment Management Approach of St. James's Place. Whilst success is not guaranteed, we firmly believe it provides our clients with the greatest chance of financial success over the medium and long term.

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.