Financial Advice Helpdesk

Have you been paying for ongoing financial advice?

You could claim £1,000's back in compensation!

45%
100%

Is your claim with St. James's Place or another firm?

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Thanks, we have received your information and can now begin building your case for a Financial Advice Claim. We don't need any further information from you at this time.

What happens next?

  1. We will request a copy of your records from St. James's Place.
  2. You can expect a typical claim to take 12 weeks to complete, but this may vary.

We will keep you updated throughout the process via text message and email.

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Have You Used St. James's Place Services Since 2013?

The wealth management company has set aside £426 million for refunds to its customers. Anyone who paid money to them and didn’t receive the full service available could be due thousands back. This can be from:

ISAs

Unit Trust

Pensions

Investment Bonds

Advisory Fees

Since 2013, millions of pounds have been taken from investments from UK customers. If you’ve used St. James's Place for ISAs, pensions or investments, you could qualify.

Ordinarily, you will have been charged an ongoing advice fee of around 0.5% each year by St.James's Place. This means if you had a £200,000 pension with them, they will have taken around £1,000 each year from that pension. In all too many instances, this fee has been taken without St. James's Place delivering the annual advice service that you have paid for.

Regulations changed in 2012, so adviser charges are part of an “all-inclusive” fee. Meaning, you may have been paying St. James's Place for an ongoing annual advice service that you have not been receiving.

Why Can I Be Due Compensation?

St. James's Place is known for having very expensive and confusing charges, as well as early exit fees. You could be due compensation if you were not given the advice about your investments that you paid for.

By paying these fees, you’re entitled to a service. In a lot of cases, this was not provided. Some St. James's Place customers didn’t even speak to an adviser for several years. Meaning, you may have been paying St. James's Place for an ongoing annual advice service that you have not been receiving.

In other words, you could have been paying significant fees for a service that simply wasn't provided. You can get this money back.

Making a Claim For Investment Fees

You do not have to use a claims management company to pursue a claim. You can always contact the organisation directly and make use of the Financial Ombudsman Service if dissatisfied.

Please read our 'No Win No Fee' section for more information about the fees you’ll pay.

SJP Claim Specialists and Direct Redress Limited are not part of or associated with the Financial Ombudsman Service.

Wealth Adviser Duties

When you pay a wealth adviser, you’re putting your trust in them. This means, they should do the following:

Management and administration of funds

Annual advice

Financial planning

Updating investment portfolio

If you weren't given the correct advice, or they did not deliver on the service which you signed up for, then you could be owed compensation.

The bottom line is, if you paid for it, you should have received it. If you haven’t, you could be due thousands back.

See If We Can Help

Financial Advice Claims are covered by our No Win, No Fee service. If there is no refund, there is no charge for the service. You don't need any documents, we will get all the account paperwork from St. James's Place.

Start Your Claim

Frequently Asked Questions

Who can claim?

Anyone who has used St. James's Place in the last 10 years could be eligible for compensation. More than £12 million has already been refunded, so make sure you get your share!

It doesn’t matter if your investments were profitable or not. This claim is about having not received a service that you paid for.

How much compensation will I receive?

This depends on your specific case. The longer you went without advice, the more you will be due. Based on industry average insights, the average claim is £4,200. St. Jame’s Place have already set aside £426 million for compensation claims.

Do I need to provide any paperwork?

This can be helpful, but it’s not always essential. Our team can acquire all they need from St. James's Place.

What happens once I submit my claim?

Our team will gather all the documents needed for your case. It will then be submitted to St. James's Place.

How long does the process take?

Ordinarily, the process will take 12 weeks.