Our SMART values influence our organisational culture and allow us to act with credibility, professionalism and integrity in our profession. This includes:

Service

• The belief that it's important to help others and provide a quality experience to the people we serve
• Ensuring our clients feel heard and their needs are fully met
• Being a source of consistent support for our Partners and colleagues
• Extending our service-minded approach to the community we are a part of

Mindfulness

• Being honest with ourselves and others, and brave enough to admit when we are wrong or don't know all the answers
• Bringing kindness, compassion and understanding towards whatever we find in ourselves and others

Accountability

• Treating our clients’ and Partners challenges as our own and caring about how our work may affect our communities

Reliability

• Being dependable and consistent in the high quality of advice that Sajjad offers to our clients; allowing us to build trust and credibility within our communities

Trustworthiness

• Being worthy of our clients and Partners trust by demonstrating a principles lead approach and following a moral and ethics code based on integrity
• St. James's Place Guarantee - 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 the Group's website. This quite simply provides our clients with reassurance and peace of mind when planning their financial future