At an initial exploratory meeting I will present my Practice, explaining the services and advice I can provide. This will allow you to decide if I am the right person to advise you and if my services would deliver significant value.
By gaining a clear understanding of your objectives and expectations, I aim to identify your concerns, responsibilities and ambitions.
At a further meeting I can present the advice and solutions to meet the areas identified.
Together, we create a working plan, providing you with a clear direction towards meeting your financial goals. This includes clarifying your objectives and researching all the options available to you. I will monitor your plan closely and make amends as and when appropriate, as I appreciate that personal circumstances, opportunities and legislation all develop over time.
We can agree the frequency and nature of the ongoing advice and service you would like to receive; including weekly market updates, annual reviews and online access to your portfolio.
Basing my service on this principle, I have built exceptionally strong, trusted and lasting relationships with my clients.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.