Our Advice
A Beautiful Collaboration
Learning about
your Ambitions
Our aim is to discover what you are looking to achieve and create a simple process for the solution. These might be immediate requirements, like reviewing your existing
pension provisions, ISA investments before the end of the tax year, or a sudden inheritance that you need to invest. Or it could be longer-term discussions, such as how you aim to achieve your retirement goals, protecting your estate for future generations, or the Wills you never arranged.
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 favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.
* Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.
How can we get you there?
This is where we take away all the relevant information regarding your financial aims and match them against the reality of what you already have in place. We run various analytical methods to create a plan, giving you your options at certain events in your life, as discussed at the initial stage. The Plan will provide you with options and transparency of our services and fees. Fees are sensitive, so we like to be clear with you, discussing them at the initial meeting. Building trust in our abilities is the foundation of a true long-term financial relationship.
Structure a Plan
On completion of our analysis, we need to demonstrate how we can help you achieve your goals or immediate requirements, by putting in place a plan with the right products.
Our Commitment to You
Like all good plans, ongoing management is vital, so we take meeting our clients on an ongoing basis seriously. Depending on the plan, we agree with clients how often we will meet them, reviewing what has been achieved, their investments and their hopes for the future. Your life inevitably changes over time, and your plans need to be adapted to focus on what you want to achieve.
It is our commitment to you to continually monitor and adjust your financial plan as needed, ensuring it remains aligned with your evolving goals, circumstances, and aspirations.
