We are a
st. james’s place Partner Practice

You can be safe in the knowledge that when you choose Ivanhoe Financial Planning, you will be investing with St. James’s Place.

“Having come from a directly authorised IFA background, the decision to move to St. James’s Place has allowed me to focus more time on my client relationships and focusing on planning to help them achieve their goals, whilst being able to utilise an outstanding Investment Management Approach”

Nick Teige, Director & Financial Planner

St. James’s Place

St. James’s Place is one of the UK’s leading wealth management organisations. The company was founded in 1991 by Sir Mark Weinberg, Lord Rothschild and the late Mike Wilson CBE, and today through its Partnership provides reliable and expert advice in all aspects of wealth management.

As a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with an award winning FTSE 100 company.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and can therefore go down as well as up. You may get back less than you invested.

 

Guarantee

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website.

 

St. James’s Place Charitable Foundation – Making a Positive and Lasting Difference

The St. James’s Place Charitable Foundation, the charitable arm of the St. James’s Place Wealth Management Group, was founded in 1992 and has raised and distributed over £70 million to help make a real difference to the lives of children and young adults. Since inception the Charitable Foundation has funded hundreds of projects, which is owed to the tremendous commitment that the St. James’s Place community show to the Charitable Foundation year after year.

The Foundation supports hundreds of charities under the following themes:

  • Cherishing the Children
  • Combating Cancer
  • Supporting Hospices

For more information on the St. James’s Place Charitable Foundation and to find out how to apply for a grant please click here.

(https://www.sjpfoundation.co.uk/apply-for-funding.aspx)

Registered Charity Number 1144606

Have some questions about your own finances? We’d love to hear from you.

Contact us today and one of the team will get in touch to take things forward and book an initial no obligation review.

Fill in the form below and we will contact you

or call Now: 01530 886358

Terms agreement

Terms agreement

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.

 

Ivanhoe Financial Planning Ltd is a limited company registered in England & Wales (10977287) at Lonsdale House, High Street, Lutterworth, England, LE17 4AD

© 2020 Ivanhoe Financial Planning Ltd

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