Service without gaps
We help SJP advisers deliver consistent client service – handling the admin, follow-ups, and ongoing communication that keeps clients happy and ensures nothing slips through the cracks.
What this can look like
Working with you

Support made simple
For SJP advisers, client servicing isn’t just admin – it’s what protects relationships and ensures ongoing trust. But with a busy diary, it’s also the first thing to slip. We provide servicing support that’s reliable, consistent, and aligned with SJP processes, so clients always feel valued.
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Need to know more
Browse our FAQs to learn more about our support and services.
We support St. James’s Place advisers and partner firms with the client servicing tasks that keep things running day to day. From managing client updates to processing paperwork and handling communications, we take care of the detail so you can stay focused on advice and client relationships.
Yes, we can work directly with your clients, whilst still maintaining your own brand and communication style. We ensure every touchpoint meeting prep to confirming meetings - feels completely consistent with your practice.
Yes. You can outsource all or just selected areas of client servicing, depending on your needs. We’re flexible - fitting into your processes to support the parts of your workflow that take up the most time.
We partner with a wide range of SJP advisers and practices, from individual advisers to larger teams. Our scalable model means we can provide the same high-quality support whether you need help with a handful of clients or a large client bank.
Yes. We can help with shorter term tasks or provide ongoing support as a long-term partner. Whatever your setup, we adapt to keep your servicing consistent and efficient.