Our Promise

The tailored service we provide to you will include:

Face-to-face review meetings.

Availability to speak on the telephone between review meetings to discuss any financial matters important to you as your needs change over time.

Regular financial communications tailored to you and your interests.

Through our regular client service review meetings, we will:

Understand your financial circumstances and objectives.

Fully review your financial goals and adapt to any changes.

Review and, if applicable, rebalance your investment portfolio and fund choices.

Help you maximise your annual tax allowances.

Keep you up to date with legislation and Budget changes.

Working together, you will:

Have a clear understanding of your personal and financial objectives

Have a plan in place that is risk-adjusted and aligned to your objectives

Have a proactive process in place to review your financial plan

What we ask from you?

That you be committed to your financial planning.

That if we depart from our promise to you, you let us know so we keep you satisfied.

That if you are happy with what we do for you, you refer a friend, a colleague or family.

Our Guarantee

St. James’s Place guarantees the suitability of the advice given by members of 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. This quite simply gives you reassurance and peace of mind when planning your financial future.

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