Who are Policy Services?
We are Independent Financial Adviser and administration services specialist based near Edinburgh, Scotland. We started out as a family run business nearly twenty years ago but have been part of the St James’s Place Group since 2020. We work very closely with St James’s Place (SJP) Partners and it is very likely your SJP Partner or Adviser will have introduced you to Policy Services so that we can look after your non-SJP plans and policies. Policy Services will provide our advisory and administrative services to you whilst working with your St James’s Place Partner or Adviser to service your existing policies or plans.
Whilst Policy Services do not provide a full annual suitability review of all your plans or investments, we will provide you with all the relevant information on your non-SJP plans and investments to allow you to see progress and have any questions answered. We rely on your SJP Partner or Adviser to assist us with this service, but we can also help you with advice services if you or your Partner/Adviser feel that would help.
What Policy Services Do for you.
We are Independent Financial Adviser and administration services specialist based near Edinburgh, Scotland. We started out as a family run business nearly twenty years ago but have been part of the St James’s Place Group since 2020. We work very closely with St James’s Place (SJP) Partners and it is very likely your SJP Partner or Adviser will have introduced you to Policy Services so that we can look after your non-SJP plans and policies.
Policy Services will provide our advisory and administrative services to you whilst working with your St James’s Place Partner or Adviser to service your existing policies or plans.
Whilst Policy Services do not provide a full annual suitability review of all your plans or investments, we will provide you with all the relevant information on your non-SJP plans and investments to allow you to see progress and have any questions answered. We rely on your SJP Partner or Adviser to assist us with this service, but we can also help you with advice services if you or your Partner/Adviser feel that would help.