SJP partners in court over £4m client bank sale dispute A £4 million court dispute between St James’s Place partners has cast an uncomfortable light on the trade in so-called “client banks”. Helen Rogers alleges that the portfolio of around 800 clients she acquired from retiring partners contained serious problems, including clients who had not … Continue reading When Clients Become Assets: What the £4m SJP Court Dispute Reveals
Tag: sjp
Do You Understand the Business Model Behind Your SJP Advice?
A clarity check for more than one million St. James’s Place clients Your adviser may know your family, your ambitions and your worries. They may have helped you through retirement, bereavement, a business sale or a difficult investment decision. You may trust them—and that trust may be well deserved. But there is another question worth … Continue reading Do You Understand the Business Model Behind Your SJP Advice?
When a Business Model Starts to Crack: What the SJP Departures Tell Us About the Future of Financial Planning
Over the past year, a series of high-profile departures from St. James's Place has attracted increasing attention. Over the past year, the departures from St. James's Place have become increasingly difficult to dismiss as ordinary adviser turnover. While normal churn happens in every large network, the recent exits have involved some of the firm's largest … Continue reading When a Business Model Starts to Crack: What the SJP Departures Tell Us About the Future of Financial Planning
Another Adviser Firm Walks Away from SJP. Coincidence—or the Start of a Structural Shift?
Another advice firm has chosen to leave St. James's Place. SRB Financial Planning, a business responsible for approximately £250 million of client assets, has joined Quilter Financial Planning after reviewing its future strategic options. The firm said it selected Quilter for its greater investment flexibility, technology, operational support and broader platform. The move adds to … Continue reading Another Adviser Firm Walks Away from SJP. Coincidence—or the Start of a Structural Shift?
UBS Sees AI Disrupting Financial Advice. We See Something Even Bigger.
For years, discussions about artificial intelligence in financial planning have centred on one question: How will AI affect financial advisers? A new analyst note from UBS, reported by Citywire, suggests that question is no longer theoretical. UBS has accelerated its assumptions about AI disruption, bringing forward the point at which it expects AI to affect … Continue reading UBS Sees AI Disrupting Financial Advice. We See Something Even Bigger.
Former SJP partners hire lawyers to bring claim against advice giant
Group says advice company did not pay fair compensation for clients passed on to other appointed representatives, in case SJP describes as speculative. See Citywire article, 29 May 2026. The story centres on a growing dispute between former advisers of St. James's Place (SJP) and the firm's adviser network model. A group of former SJP … Continue reading Former SJP partners hire lawyers to bring claim against advice giant
Out of the Frying Pan and Into the Fire?
Should Financial Advice Academies Market Themselves as a Wellbeing Escape Route? There was something in a recent recruitment message from St. James's Place that genuinely stopped me in my tracks. The campaign highlighted rising levels of burnout, stress, emotional exhaustion, and poor mental wellbeing across the UK workforce. It cited research suggesting: 1 in 4 … Continue reading Out of the Frying Pan and Into the Fire?
SJP BSP Shock Moment Checklist
For advisers facing first “debt recovery” contact Before You Attend That First Meeting — Read This In many cases, the initial “debt recovery” meeting is not a neutral conversation. You may find yourself facing two individuals: A regional manager (familiar, measured, supportive tone) A collections or recovery specialist (more direct, procedural, outcome-focused) This pairing can … Continue reading SJP BSP Shock Moment Checklist
The £590,000 Exit: What This Court Case Reveals About Who Really Owns the Client
“When a £590,000 debt is disputed… the real question isn’t what’s owed.It’s what was owned in the first place.” 🧾 The Case Making Headlines A recent Citywire (27 March 2026) report highlights a live court case: A former St. James’s Place (SJP) adviser has been sued for ~£590,000 The debt relates to a loan tied … Continue reading The £590,000 Exit: What This Court Case Reveals About Who Really Owns the Client
AI Is Making Advisers Faster. But Is It Making Clients Free?
Quilter, SJP, and the Real Question Facing Financial Planning Two announcements this week tell us everything about where traditional financial advice is heading. Quilter is rolling out AI tools to advisers.St James’s Place is doing the same. On the surface, this looks like progress. And it is. But only in one direction. What the Industry … Continue reading AI Is Making Advisers Faster. But Is It Making Clients Free?
Academy of Life Planning 