A Clear & Concise Plan, Tailored to You.
Over our 4-step process we’ll get to understand your unique situation and tailor advice specific to your requirements. You should be able to rest easy at the end knowing that you’re on the right path forward.
1. Discovery
In our initial commitment free meetings we will get to know each other, by completing the fact finding process we will uncover areas of your financial planning that we believe we might be able to help.
2. Recommendation
Once we’ve completed our fact-finding, we report back to you with our tailored plan, providing clear reports that outline our recommendations, along with benefits and any drawbacks, as well as the cost in clear pounds, pence, and percentages.
3. Implement
If you choose to accept our services here, we will begin the process of implementing any changes on your behalf. We will take care of the heavy lifting and make this as painless as possible.
4. Review
Your life is constantly changing, and as such, so are your financial planning needs. We’ll be on hand every step of the way to discuss these changes with you and to make sure we evolve the plan as needed.
Our three key principals for helping you.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
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