Our Methodology

For Key Person Assurance, we offer products from a specially selected range of insurers for life, critical illness and income protection plans on whom due diligence has been performed.

St. James’s Place guarantees the suitability of the advice given by Deal Assured when recommending any of the wealth management products and services provided by companies within the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.

For Key Person Assurance Protection we do not charge any transactions fees or an hourly rate. Instead, we receive a modest commission paid by the product provider incorporated within the tax deductible premium, which will be fully disclosed with you.

We are non-recourse, thus if any policies are cancelled, we do not claim any unpaid commissions.

SJP Approved 28/02/2023