Our Value Promise
- Organisation – bring order to your financial life and help keep it that way
- Accountability – help you follow through on your commitments
- Objectivity – provide insight from the outside world to help you avoid emotionally driven decisions
- Proactivity – help you anticipate what’s coming and be prepared for it
- Knowledge – give you the knowledge you’ll need to deal with your situation.
Put simply we begin with the end in mind.
Firstly, we’ll meet and find out if we are right for each other. We’ll discuss your ambitions for a working relationship. If we match yours and vice versa, only then will we ask you to provide detailed information about your finances.
Being a Client
We continuously monitor the progress of the plan. Our dedicated client review meeting process ensures that together we can keep your plan on track as it evolves.
This process of gaining understanding by asking the right questions, evaluating, stress testing, implementing and continually re-evaluating is for us the essence of true financial partnership; and should be the pre-requisite for anyone who is serious about securing the future they desire.
An Intergenerational approach
relationship with the St. James's Place Private Client specialists
One Wealth Manager
working hand in hand with your family
One Overarching Strategy
with daily monitoring & analysis of investments
charging structure & family balance sheet
Optimising Tax Allowances
holistically identifying your planning opportunities
to estate and family tree succession planning
on your life plan, cashflow forecasting
All advice and suitability guaranteed*
assured by St. James's Place, a FTSE 100 company
*St. James's Place guarantees the suitability of the advice given by members of the 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.