I offer more than just a wide range of financial services and solutions - I believe that it is how solutions are developed in line with your financial aspirations that will help you pursue your goals.
I do this by working with my clients to identify personal goals before putting a strategy in place that is deliverable and achievable. Once I have begun to work with you towards these plans, we review these plans on an ongoing basis, and meet as often as needed.
St. James’s Place Wealth Management has a number of distinctive elements that make us stand out from the crowd, such as the way we select and monitor fund managers, via a robust and well established Investment Committee, to manage our clients’ money.
This means that, as a client you will be part of a company that offers:
- An adviser who will meet with you in person at a time and place to suit you.
- A distinctive approach to wealth management.
- A guarantee that 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.
- Access to market commentary, sector specific information published in house.
- Information and updates from the fund managers who are managing your money through watching them on SJP TV and listening to them speak on audio interviews.
- A weekly market and newspaper summary delivered straight to your inbox