Our Clients
We work alongside individuals, families, corporate and private clients to steer and guide them towards their short, medium and long term financial goals.
Our Core Services
Financial Protection Against Risk
1 Life Assurance - Aegon, AIG
2. Health Insurance for you and your family - Aviva, LV=
3 Long-Term Care - Aviva, Legal & General
4. Employee Benefits - Zurich, Canada Life
5 Specialist General Insurance - Gallagher
6. Income Protection - Royal London, Scottish Widows
7 Accident and Sickness Cover - Guardian, The Exeter, VitalityLife
Managing Cash & Borrowings
1. Cash Savings with high interest rates - Access to a single platform with 50+ banks and over 200 deposit accounts to select the highest interest rate with a single click of a button.
2. Specialist Banking & Lending - Credit Suisse, Metro Bank, TorFX
3. Mortgages - Barclays, Halifax HSBC etc
Building & Preserving Capital
1. Investments - offering Junior ISAs, ISAs, Retirement Accounts, Unit Trusts, Investment bonds etc with access to Global fund managers such as Blackrock, Invesco etc.
2 Portfolio Management - Internal and External Investment management team carrying out quantitative and qualitative assessments We assess your time horizon, risk profile and determine the right strategy for you.
3. Wills, Trusts & Estate Planning - Developing an inter-generational plan for you and your family.
4. Pensions & Pension Annuities - Setting up your retirement to your vision.
*The above list of services and providers are non-exhaustive We assess our providers based on an internal criteria to ensure the highest standards have been met This ensures our list of panel providers are best in class and therefore, there will be changes to our list as and when required
We believe in being transparent with our clients about our advice fee and ongoing advice charges. Examples of these charges are included in the 'Key facts about our costs and services' document that you will receive, and we will discuss them with you during our meetings. The cost for our advice is paid for out of the overall charges levied on your investment, and the specific amount charged will be provided to you in a personalised illustration before an agreement is signed. We understand that you may have questions, so please contact us. Please note that the value of your investment with us is directly linked to the performance of the funds selected and may fall as well as rise. There is a risk that you may get back less than the amount invested.
30 Lombard Street London EC3V 9BQ 02033760575
We value the confidentiality and privacy of our clients' information. We adhere to strict data protection protocols and maintain secure systems to safeguard client data. We will never disclose any personal or financial information without explicit consent, except as required by law. We take client feedback seriously and are dedicated to resolving any concerns or complaints promptly and fairly. Clients can expect a thorough investigation, transparent communication, and appropriate action to address their concerns.
Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with Tradenomic Financial and St. James’s Place may fall as well as rise. You may get back less than the amount invested. Taxation rules can change at any time and are dependent on individual circumstances.
Tradenomic Financial 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 titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Tradenomic Financial is a trading name of Tradenomic Limited which is registered in England & Wales No. 14718971. Registered Office: 9 Frays Avenue Garden City West Drayton Middlesex UB7 7AF.
