We have a commitment to building and sustaining long-term client relationships based on trust, superior service and the quality of our initial and ongoing advice. Our philosophy is simple:
To ensure financial peace of mind for you and your family across the generations. We will provide a highly personalised service, with the aim of ‘earning the right’ to be considered as your trusted financial adviser for many years to come. We will help you make informed financial decisions to achieve your goals through personal, face-to-face financial advice.
The tailored service we provide to you will include:
Through our regular client service review meetings, we will:
Working together, you will:
We will provide you with access to regular communications. This ensures that you are kept fully informed of how your money is being managed and up to date with all the latest economic information, including any key changes that may affect your financial future. We will agree with you at the outset what you can expect and when.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.