Senior Partner Practice of St. James's Place Wealth Management
The wealth management service that we offer to our clients comprises of five stages;
Review Meetings (Initial and on-going)
This is a face-to-face meeting without obligation to you. We use the meeting to understand
what is important to you. Our priority is to develop a deep understanding of your goals
and objectives to ensure we can offer you appropriate solutions that fit perfectly with
your financial requirements.
Analysis and Evaluation
Expert analysis and evaluation in order to identify areas where we can assist you in
achieving your goals or where we believe we can add value to your existing arrangements.
When undertaking this review we will also take into consideration your attitude to risk
and stated objectives.
Planning Meetings and Recommendations
Once we have completed our analysis and research we will meet with you to discuss our
bespoke, recommended solutions, which will be designed to satisfy your personal financial objectives. Some recommendations may address the current needs that have arisen through
our research whilst others may aim to develop your existing plans. Either way, we will look
to ensure you obtain the best possible returns on your money. Recommendations are always
confirmed in writing and supported by personalised illustrations and key facts documentation.
Once you are happy with our recommendations our experienced administrative team
will ensure they are efficiently implemented as agreed.
On-going review and client service charter
As future needs and objectives change over time we believe that a fundamental part of
effective wealth management is regular face-to-face reviews of your arrangements. Only
in this way can we ensure that our recommendations and advice remain ‘fit for purpose’.
We work hard to understand the specific needs of each of our clients and to develop
a bespoke service charter as outlined overleaf.
We look to ensure clients obtain the best possible returns on their investment
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 Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.