Client area
As a client, you have access to a comprehensive range of wealth management services and advice and we will strive to provide you with an extremely high standard of personal service.
As a client, you have access to a comprehensive range of wealth management services and advice and we will strive to provide you with an extremely high standard of personal service.
Avail Financial Planning, together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us on this form and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner Practice’s Privacy Policy which can be accessed on their website and St. James’s Place Wealth Management plc’s Privacy Policy which can be accessed at www.sjp.co.uk/site-services/privacy.
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.
SJP approved 30/01/2024
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