Use the links below to download pdf versions of some of our forms.
Confidential Client Questionnaire
Investment Attitude to Risk Questionnaire
Retirement Attitude to Risk Questionnaire
Authority to Access Information
The St. James Partnership
45 The Parade, Cardiff, CF24 3AB | T: (029) 2030 1014 | F: (029) 2030 1003 | E: ifa@stjp.biz