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Julian Trumper and Yongyi Neathercoat

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Julian Trumper and Yongyi Neathercoat

St. James's Place Wealth Management

Julian Trumper has been a Senior Partner of St. James’s Place Wealth Management since 1994 and Yongyi Neathercoat joined in 2016.

St. James’s Place Wealth Management is a FTSE 100 company, with just over £79 billion of client funds under management. We provide highly personalised face-to-face wealth management services to individuals, trustees and businesses. Solutions are tailored to individual requirements.

Our Practice has been looking after clients’ wealth for 23 years. We live by three fundamental factors:

Passion – we are passionate about providing the best possible performance and service levels to our clients

Honesty – we will be honest with our clients in every aspect of our relationship

Humility – we never lose sight of the hard work that has gone into creating the wealth that we look after

Invest with us – at the very core of the success of the St. James’s Place's approach to investment management is their firm belief that no single investment house has a monopoly on fund management expertise. They do not seek to place your investments in external funds where they have no influence over the fund manager. They appoint a number of investment managers to manage their range of funds on their behalf, chosen for their track record. Firms the fund managers are monitored on a regular basis and are assisted in this by a respected firms of investment consultants including, ‘Stamford Associates and Redington’. By not directly employing a single fund manager they are at liberty to relinquish any fund manager at any time, if they feel that this is in the best interests of their clients.

Legislation – We realise that taxation planning is an important part of wealth management. We endeavour to keep up with the taxation and legislation changes and to provide the best suitable advice to our clients.

The value of a investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get less back than the amount invested.

‘The Partner 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 the title 'Partner' are marketing terms used to describe St. James's Place representatives.’

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