Accessing your Wealth Account summary provides you with a high level view of your investments with St. James’s Place. The Wealth Account includes all plans owned by you individually or jointly with someone else. The totals include the full value of all jointly held investments.

Not only will you have all your information in one place, you can help the environment, too! The SJP online services allow documentation to be viewed seamlessly online, on-demand and ready when you need it.

My Wellesley is an ‘online filing cabinet’ where everything is kept securely in one place: every paper is in order, easily searchable, deadlock-secure and easily accessible. Protected by ultra-secure technology, all your documents are available to you, wherever you are – you can even upload personal documents on the move.

My Wellesley will also assist you with intergenerational planning, helping you to keep documents and memorabilia safe for future generations. Please note that this service is separate and distinct to those offered by St. James’s Place.