• Decades of experience across the Sovereign adviser team delivering this highly specialised scope of work.
  • St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products.
  • Both service and advice is not compromised or conflicted, we run a completely genuine process.
  • We provide clear ‘insight’ of the relevant facts.
  • Credible proven track record working with many respected Private Equity firms and having completed thousands of deals.
  • Strong expertise and efficiency of underwriting and administration.
  • Passionate, communicating with a clear (no nonsense) voice.
  • Hallmark signature creating valid Key Person Assurance Protection contracts specifically designed to be fit for purpose, as intended.
  • The proven ability to assume risk at completion, meeting the Condition Precedent. We have not yet failed our instructed objectives.
  • Trademark commitment, delivering proactive deal critical advice, supported with a real-time speed service, always aiming to deliver the very best outcomes.
  • House style is completely transparent and enables all relevant parties to make informed decisions.
  • A sensitive personal service, always complete thorough underwriting, thereby avoiding the disaster of nonpayment of any valid claim.
  • Ability to deploy Immediate Acceptance Cover Facility, enabling risk to be assumed immediately for 60 days.   
  • We deal with all administration, creating the Key Person Assurance completion documents, whilst taking the appointed lawyers through a ‘dry run’.
  • Our robust systems of delivery are designed to mitigate risk and do not delay, or add cost to the deal.
  • Ensure insurable interest, required by Law, is demonstrated at the exact point we call this ‘the eclipse’.

SJP Approved 28/02/2023