Every financial situation is unique, and deserves a unique approach.
St. James’s Place believe that building long term relationships through regular face to face meetings are the most effective way to achieve this.
The first stage in the process is to conduct a no obligation, Confidential Financial Review. This builds up a comprehensive and detailed overview of your current and future financial circumstances.
The next step is to discuss and prioritise your goals, aspirations and needs in order to produce a Financial Plan personal to your particular circumstances now, and for the future.
Once your personal Financial Plan is implemented, it is closely monitored to ensure it continues to meet your needs in the most efficient and effective way.
Changes in your circumstances or in legislation and taxation, as well as the launch of new financial incentives and products, can all have an impact and regular reviews are an integral part of the ongoing process.
Further details are available on the range of Wealth Management services and expertise.
If you would like to arrange a no-obligation Confidential Financial Review I would love to hear from you and can be contacted either by phone or email.