Privacy Notice

As Partners within the St. James’s Place Wealth Management Partnership, we provide personal, face to face wealth management advisory services to St. James’s Place clients. St. James’s Place acts as principal to the Partnership, and ensures that any wealth management services that we provide to you are delivered in accordance with the applicable regulatory requirements. St. James Place is also responsible for managing any complaints made by you in respect of the services we provide.

This Privacy Policy explains when and why we collect your personal information as part of our provision of wealth management services, and also explains how we use your information. If requested, we will provide you with a copy of this Privacy Policy for your records.

“We”, “Us” “Our” refers to the Partner named on this website.

Where St. James’s Place uses your personal data, for example by conducting audits of Partners and dealing with any complaints that you may have, this will be governed by St. James’s Place Privacy Policy. The St. James’s Place Privacy Policy can be found https://www.sjp.co.uk/site-services/privacy

Table Of Contents

1. 1. About us
   2. Our processing of your personal information
      • Prospective Clients
      • Existing Clients
      • Clients’ Family Members, Business Associates or Beneficiaries
      • Other Business Partners
      • User Of Our Website
   3. What marketing activities do we carry out?
   4. How long do we keep your personal information for?
   5. What is our approach to sending information overseas?
   6. Your rights
   7. Contacting us
   8. Updates to this Notice