How we (securely) communicate with you

We provide a range of convenient ways for you to meet your Adviser, and to communicate with them and with our office. The security of this communication and of your personal information is of paramount importance.


In-person meetings

Our Advisers are both trained and diligent in recording, managing and storing personal information that you provide during face-to-face meetings.


Telephone meetings

Similarly, our Advisers are equally adept at managing your personal data that is provided during telephone meetings.



We use encrypted emails for correspondence regarding sensitive topics and information. However, we use non-encrypted emails for general correspondence.


Online forms

Using this website, you can submit online forms to us relating to your financial situation and plans. Your use of this site is encrypted using the HTTPS protocol. Our website is hosted in secure data centres in the United Kingdom.


Online video and audio meetings

On this site, we provide integrated video and audio services. These streams are encrypted. Any optional recordings of the streams are securely stored.



and St. James’s Place will occasionally send you information by post.
We use cookies to provide the best possible experience for users. By continuing to use our site, we will take that as your consent to allow us to use cookies. However, you can disable cookies at any time if you wish. Read more in our Privacy Policy.