Frequently Asked Questions
General Questions

Q: Who is SeventySeven Wealth Management & What is your relationship to St. James's Place PLC?
SeventySeven Wealth Management Ltd is a Senior Partner Practice of St. James's Place. Our large size and trading history of over 20yrs+ has allowed us to create a business that looks after many happy individuals and families.

In 2018 the business moved to its new offices in central Kent to serve and support both private and corporate clients throughout Kent and the South East. Partner Practice is a marketing term to describe St. James’s Place representatives.
Q. Who is St. James's Place?
Q: What makes St. James's Place different to other Investment Companies?
Q: Why should I have a Financial Adviser with SeventySeven Wealth Management and what do they do?
Q: What is a Fact Find?
Q: What information do I need to have for a meeting?
Q: What does an initial meeting cost?
Q: How long does a meeting take?
Q: Are there costs if I decide I do not want to proceed?
Q: Who is a typical client for SeventySeven Wealth Management Ltd?
Q: Is there a typical Investment threshold for SeventySeven Wealth Management?
Q: I have no new money to invest, so I assume I don’t need an adviser?
Q: I already have received advice, so there is no need to speak to you.
Q: Do I have to come to the offices to have a meeting with a Financial Adviser?
Q: What if I move area and am no longer local to you for meetings?
Q: How easy is it to withdraw my investments?
Q: Can I bring a Friend or Family member?
Q: Do you offer disabled facilities?
Q: Can you assist with Transport needs?

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.
You may get back less than the amount invested.