We believe in good old fashioned face to face advice, whether in person or via one of our many Web based platforms. All of our clients have a close and personal relationship with a dedicated adviser who will assess your financial needs and offer guidance and advice in order to best plan for the future.
We help and advise our clients on the correct approach to help achieve their short term and long term goals, encompassing all aspects and needs from cash savings and Investment planning through to retirement advice, inheritance tax and later life planning.
At an initial meeting our financial advisers will answer any questions that you may have and spend time to get to know you and understand your goals. They will ask detailed questions and carry out a ‘fact find’ to gather all of the relevant information before coming back to you with a recommendation, from that point on to is up to you.
We enjoy nothing more than looking after our clients and building long and trusted relationships but know that the most important question for a client is ‘Are we right for you?’. Ask yourself, do I like these people? Do I feel comfortable with these people looking after me and my family? Do I feel that these people can make a positive difference?
All of our advisers are fully qualified with a wealth of experience and all of our advice is provided with the St. James’s Place Guarantee (see full guarantee
). In addition, we have a number of in house specialists who are always on hand when things may get a little more complex as they can do in the world of Retirement Planning, Trust and Estate Planning and Long Term Care as well as certain areas of Tax such as Agricultural Relief, Capital Gains Tax and Inheritance Tax.