Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business.

 

In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

 

We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all your financial planning needs. We strive to offer the very best service to develop a long term relationship with you. We aim to deliver our commitment by:

 

  • Providing personal face to face financial advice
  • Giving you the opportunity to review your financial affairs regularly
  • Effectively managing your investments via our distinctive approach
  • Keeping you informed of the latest news and any changes that might affect your personal situation
  • Listening to your feedback
  • Offering you seminars and events, using highly qualified speakers, ensuring you are kept up to date of any latest financial developments

 

*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any wealth management products and services available from companies in the group.

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