Morrinson Wealth &
Why St. James’s Place?
We have chosen to promote our services exclusively through St. James’s Place. This reflects the confidence we have in St. James’s Place to help us to provide our clients with sound financial advice and to build and maintain long-term working relationships with them.
St. James’s Place offers a real opportunity for you to diversify your investments by spreading your money across funds managed by first-class managers with different styles. It also provides you with the potential to achieve superior returns over the medium to long-term from expert investment management.
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.
Who are St. James’s Place?
St. James’s Place is a FTSE 100 company, trusted to look after over £158 billion in client funds under management (FUM). 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, with access to a distinctive investment management approach and the backing and re-assurance of investing with a FTSE 100 company.
Your home may be repossessed if you do not keep up repayments on your mortgage
Investment Management Approach
St. James’s Place recognises that no single investment house has a monopoly on expertise, bringing in carefully selected external managers of outstanding ability to manage the range of funds.
Personal 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.
Charitable foundation
The St. James’s Place Charitable Foundation is the charitable arm of the St. James’s Place Wealth Management Group. It is an independent charity regulated by the Charity Commission and established in 1992 to reflect the philanthropic interests of the business and its wider community.
Since its formation, through the collective efforts of the St. James’s Place community and company matching, more than £110m has been raised. This money is distributed through a range of grant programmes to hundreds of charities each year, both in the UK and overseas.