SJP Charitable Foundation tops £130m in fund raising

The St James’s Place Charitable Foundation has raised more than £130m to support charities in the past 30 years, it reported today. 

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Bristol Planner named SJP Chartered Award winner

Rhiannon Gogh of Bristol-based PlanIt Future Financial Limited has been named by wealth manager St James's Place as its Chartered Planner of the Year 2023.

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SJP hit by £4.6bn slump in net inflows

Wealth manager St James’s Place saw net inflows nearly halve in 2023 to £5.12bn but funds under management rose sharply as a market recovery got under way.

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AI could be friend or foe say Planners

While there may be challenges to deal with down the line, a new report for Financial Planning Today Magazine found that at present, most Planners do not feel threatened by AI.

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