IOD Director of the Year Awards

Friday 18 October 2019 | The Brewery, London

A celebration of leadership talent, success and achievement


Financial advice changes lives, whether it’s helping parents to give their children a leg up onto the property ladder or ensuring elderly people enjoy a comfortable retirement. But it can be difficult for families to know who they can trust to give them the guidance they need.

At St. James’s Place we believe that Chartered status provides an answer to this dilemma. It is recognised as the financial planning gold standard and gives our clients confidence when making decisions that could have a profound impact on their futures. We employ over 90 Chartered financial professionals across our business and over 630 St. James’s Place Partners and advisers have achieved Chartered financial planner status. This represents around 10 per cent of all the Chartered Insurance Institute’s Chartered Financial Planners[1], and our goal is to reach 1,200 by 2020.

It was our strong belief in the importance of Chartered status that led us to sponsor the Chartered Director category at this year’s Institute of Directors’ Director of the Year Awards. We know it’s a qualification that people recognise and instinctively trust and it is therefore an important goal of our continuing professional development programme.

Edward Grant, Divisional Director at St. James’s Place explains: “Ours is a relationship-based service which depends on our clients knowing that we are committed to providing the best advice. Because Chartered status is an ancient award made by the Crown, people recognise it and know that it stands for quality. That’s why we put so much effort into supporting our people as they work towards it.”

Chartered status is a demonstration of the quality that people expect from a FTSE 100 company like St. James’s Place and is deeply ingrained within our company. It shows the quality of our culture, brings benefits to our clients and pushes forward professional standards.

Earlier this year we organised a company symposium for over 400 individuals who have achieved or are on the road to Chartered. It’s all part of our efforts to develop a new generation of Chartered professionals and as such it’s perhaps not surprising that we employ one of the youngest Chartered financial planners in the UK: James Elliott was 22 when he gained the Level 6 Advanced Diploma in February last year.

Like all of our Chartered Financial Planners, he is equipped with the knowledge and professionalism to help people make the right financial decisions in an expensive and complex world. It’s an essential skill because we are dealing with real people and their futures depend on our expertise.

[1] Chartered Insurance Institute Group, Sept 2018

The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership in the UK represent St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom.

Registered in England Number 4113955.