Working with
charities and trusts

Solutions to help you achieve successful financial growth.

We appreciate that trustees have extensive responsibilities

One chief responsibility is the prudent financial management of the trust’s assets. As a trustee, you are likely to require expert advice in developing an investment strategy for the funds you are responsible for.

An investment strategy will need to be bespoke to the trust’s aims and objectives and will require regular reviews and monitoring.

We aim to provide exactly the advice and support you need, and have extensive experience working with trustees and charities.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

Trusts are not regulated by the Financial Conduct Authority.

We work with you and for you, and together we achieve your financial objectives.
It’s a marathon, not a sprint, and our relationship with you is designed
so we reach the finishing line together.

I have always been impressed with how the team have handled my range of investments. They are very reliable and always give me sound and trustworthy advice based on my specific needs.

Daniel Law, Airline Pilot

Our Locations

Taunton (Head Office)

T. 01823 273 880

40 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR

Bristol

T. 01454 629 610

130 Aztec, Park Avenue,
Aztec West,
Bristol BS32 4UB

Cheltenham

T. 01242 569 853

Honeybourne Place,
Jessop Avenue,
Cheltenham GL50 3SH

Exeter

T. 01392 345 544

Regus Business Centre,
3rd Floor, The Senate,
Southernhay Gardens,
Exeter EX1 1UG

London

T. 0208 042 0310

30 Lombard St,
London,
EC3V 9BQ

Plymouth

T. 01752 746 848

4th Floor, Salt Quay House,
6 North East Quay,
Sutton Harbour,
Plymouth PL4 0HP

Reading

T. 0118 207 9319

1210 Arlington Business Park,
Theale,
Reading RG7 4TY