Responsible Investment Planning

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Liberty are a relationship business where people are our most important asset.

The behaviour of investors drives social change and that is why St. James’s Place supports the United Nations Principles for Responsible Investment.

This promotes the incorporation of Environment, Social and Governance (ESG) factors into investment decision-making. St. James’s Place has been monitoring and encouraging its fund managers to become signatories to the Principles for a number of years. It is our legal duty to act in the best long-term interests of our clients. And we believe that taking environmental, social and corporate governance issues into account in our investing can only enhance this as they serve as effective risk management tools. St. James’s Place works closely with third party investment advisors to ensure our fund managers take into account ESG and CSR (Corporate Social Responsibility) criteria. As the UK takes shape post-pandemic, we believe ESG goals must be included in economic revival. Social change – from more home working to less greenhouse gas emissions – has happened, and the investment industry has an important role in ensuring it continues.

The St. James’s Place advice guarantee 

St. James’s Place Partners are among the country’s leading financial professions. St. James’s Place actively support Partners’ ongoing professional development to ensure Partners remain qualified to provide financial advice.

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on St. James’s Place website.

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