Tag Archives: SJP

How the stock market views SJP is important to the retail finance business

Posted on August 25, 2026 by henry tapper

Gordon Aitken’s work on SJP is very important. He has discovered a difference in perception between how SJP (and maybe the wealth industry) perceives itself and how the stock market prices it. Is its book of business so fragile? There … Continue reading →

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SJP’s right to hold pre-eminence in managing financial affairs of the wealthy questioned

Posted on August 16, 2026 by henry tapper

Yesterday I published an article by Gordon Aitken that stood up for SJP after it had taken a stock-marketing beating for losing customers. My argument has consistently been that SJP serves a place in society, they are an expense that … Continue reading →

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St James’s Place doesn’t deserve the stock market beating up.

Posted on August 14, 2026 by henry tapper

Gordon Aitken speaks sensibly about SJP It makes no sense to give SJP a beating up;  SJP is unique among financial services companies in delivering what it set out to since the 1980s Gordon Aitken’s report is available on this … Continue reading →

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You’re a success – SJP will work for you ; and here’s more thoughts for those who can’t afford advice.

Posted on July 26, 2026 by henry tapper

First an excellent paper from SJP. If you’re reading this I’m guessing you like SJP, so do I. I had a chance to work there when it started and I said “no” it was a mistake. Then some thoughts for … Continue reading →

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The SJP dispute over who owns the clients (again)

Posted on May 29, 2026 by henry tapper

I remember when I was in the game of building a business as a self-employed adviser working for SJP’s predecessor (Hambro and then Allied Dunbar). Coincidentally, insurance has moved on a long way in most respects (see Gordon Aitken for … Continue reading →

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This will be a budget that rewards wealth management.

Posted on December 1, 2025 by henry tapper

The FT and Emma Dunkley (today) send me an email that occasionally hits the mark. I do not stand for wealth management, there are many who do and I am pleased they are being promoted by the Budget to invest … Continue reading →

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Would you act the car finance salesman – and advise at SJP?

Posted on August 9, 2025 by henry tapper

Choose a discretionary charging structure that harmed the client’s finances to pay my adviser  more money – no thank you! I’ll wait till the end of the month to transact, I’m sure I would, but I’m not sure I’d invest … Continue reading →

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SJP’s charges “pleasingly boring” – Holly Mackay

Posted on July 19, 2025 by henry tapper

  I had to duck out of the CISI conference last week to talk to SJP big-wigs about their new way of presenting the charges they make. Gone are the early withdrawal charges ( a hangover from another era) split … Continue reading →

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SJP’s charges “pleasingly boring” – Holly Mackay

Posted on July 16, 2025 by henry tapper

I had to duck out of the CISI conference this morning to talk to SJP big-wigs about their new way of presenting the charges they make. Gone are the early withdrawal charges ( a hangover from another era) split out … Continue reading →

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SJP – two decades of growth wiped since the pandemic

Posted on May 7, 2024 by henry tapper

Despite being one of the FT’s Big Reads, Emma Dunkley and Sally Hickey’s article , doesn’t really try to answer the question it sets, leaving the question for readers to answer for themselves. My reaction to reading the article was … Continue reading →

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