Putting you, the

client, at the heart

of everything we do.

We believe in the benefits of great financial planning

At one time or another, most of us will need to seek financial advice.

 

At Eight Wealth Management, a Principal Partner Practice of St. James’s Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people – both individually and in business – fulfil their aims and aspiration’s, as well as offering that all-important” peace of mind” for the future.

 

We offer a seamless service of distinct quality, professionalism and expertise, covering varying aspects of wealth management, all backed by the successful St. James’s Place Wealth Management Group.

The Eight Step Client Journey

Client-Journey---1-v2
Client-Journey---1-v2

Get in touch

You can contact us by phone, email or social media and we would be delighted to arrange an appointment that meets your requirements.

Client-Journey-2

Let’s Meet

Your first face to face or virtual meeting with an adviser will be to discuss your current financial situation and goals for your future. You will be provided with a no-obligation overview of our service and how your journey will move forward.

Client-Journey-2
Client-Journey-3-3
Client-Journey-3-3

Information Gathering

Once comfortable and confident to do so your adviser will obtain information on your existing plans, if this is relevant to create a detailed proposal of how we can help you.

Client-Journey-4

Research and Analysis

Your adviser and our experienced support team will use your plan information to investigate, consider and create the best solution for your individual situation, ambition’s and objectives.

Client-Journey-4
Client-Journey-5
Client-Journey-5

Your Financial Plan

Your adviser will spend time with you proposing your no-obligation future plan.

Client-Journey-6

Let’s Go!

If you like what you see it’s now time to complete the paperwork and implement the agreed plan.

Client-Journey-6
Client-Journey-7
Client-Journey-7

Annual Investment Reviews

You will receive annual investment reviews from St. James’s Place Wealth Management.

Client-Journey-8

Client Review

Your adviser will contact you for regular reviews ensuring your goals and aspirations are on track.

Client-Journey-8
CLIENT TESTIMONIAL

Building my future

Planning for my mother’s care home fees was a problem and causing my husband and I great concern.

Contact us here to find out how we can help you.

Telephone: 01489 555180 or contact us via email here

    Get in contact

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    The Partner together with St.James's Place Wealth Management pls are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.


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    NEWS AND VIEWS

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    Keep up to date with what’s happening in the world of finance.

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      Telephone: 01489 555180 or contact us via email here