Wealth management giant St James’s Place (SJP) has joined the Professional Golfers Association’s (PGA) partnership programme as a principal partner.
The PGA is the professional body which represents the interests of teaching and club golf professionals in the UK and the Republic of Ireland.
As part of the four-year agreement, PGA members will be able to access financial planning advice 365 days a year from a locally-based SJP adviser.
This includes services such as insurance products, mortgage advice or opening a junior ISA, as well as more complex financial planning needs, including inheritance tax planning, pension planning or advice for businesses.
PGA members will also benefit from a range of financial planning resources that will be made available through the association’s online CPD platform, PGA Learn.
‘One-stop-shop’
Claire Blackwell, director of marketing at SJP Wealth Management, said: “A lot of what the PGA stands for also resonates with St James’s Place.
“Improving personal and professional lives, people-orientated organisations with an ethos and approach routed around face-to-face interactions and delivering an exceptional experience.
“We look forward to working with the PGA and to the opportunities this partnership brings.”
Richard Barker, PGA executive director of business development, added: “We are delighted to be partnering with St James’s Place and look forward to developing some exciting initiatives together that will help to improve the financial security and wellbeing of our members.
“The PGA membership is incredibly diverse in terms of age, role, employment status and financial situation – this partnership will provide a one-stop-shop for wealth management and financial support whatever their individual aims or circumstances.”
