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St James Place Wealth Management - Retirement Account - EOW/LPT

[Deleted User] · 2023-09-01 10:15:49

I'm currently dealing with a retirement account for a relative who has passed away. My dealings with SJP have been confusing to say the least. My relative completed an Expression of Wishes form and also prepared an Asset Preservation Trust (now known as a Legacy Preseveration Trust). SJP have advised that they are going to…

Comments

dunstonh Posts: 120,207 Forumite

2 September 2023 at 7:12PM

Happychappy20 said:

Chickereeeee said:

A Financial Advisor AND SJP? So the FA wasn't an SJP employee?

Hard to differentiate who the Financial Advisor works for. They appear to be an agent of SJP.

They have a franchise model. So, you get ABC company retailing only SJP products.

I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.

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