MY ADVICE

At Penney Financial Partners we aspire to ensure that the service we provide to you is as seamless and convenient as possible. Those face-to-face interactions will always be the bedrock of how we do business, but we are also developing our suite of digital tools so that you can have all the information you might need about our practice, seek advice and manage your finances, all at the touch of a button.

To register for any of these services or to log in then please follow the appropriate links below or speak to your consultant and we would be delighted to support you get started on your digital journey.

Our Digital Service Pack

Our website provides a wealth of information about who we, the work we do, what we believe in and the kind of service that you can expect from us.

However, we are also aware that time is the most precious of commodities and so we have created this special interactive document that outlines our service commitment to you which you can download and review at your own convenience and even share with those who may want to know more about Penney Financial Partners.

Download
Client Advice Portal

Our Client Advice Portal is a new facility that allows you access to many of the range of services provided by Penney Financial Partners.

The CAP provides you with a personal and secure account where you can request meetings with your consultant, either face-to-face or via one of the virtual meeting rooms which allows for up to four users at a time so you can invite other family members or professional advisors. The portal can also store policy documents, Wills and Power of Attorney and also allows documents to be electronically signed if necessary.

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St. James’s Place Online Services

By registering for the St. James’s Place online services you can access all the most up to date information on all your St. James’s Place plans and investments.

All the information provided is personalised and in a style that all clients will be familiar with and as well as providing the most recent information on the valuation of your investments, it also allows you to use your debit card to make payments to St. James’s Place should you want to update your ISA for instance.

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St. James’s Place E-Briefing

We believe that knowledge is power and so through St. James’s Place Insights, we endeavour to provide all our clients with the news and views that will support them along their financial journey.

By registering your preferences from St. James’s Place’s comprehensive Insights hub, this will ensure that you receive all the latest information on those topics and themes that are important to you.

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CREATING A BETTER FUTURE IN A WORLD WORTH LIVING IN

The Partner Practice 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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.

Penney Financial Partners is a trading style of Bright FS Limited. Bright FS Limited is registered in England & Wales. Company No. 10506607.

 

SJP Approved XX/XX/XXXX