As an exclusive client our mission is to build a life long trusted relationship with you.
Its simple, together we discover your goals and then help you make them a reality with our tried and tested financial planning strategies that focus on you.
DREAMS - we will help you make them happen with our proven process:
Discover - Your goals
Review - Your plans
Energise - Get excited
Audit - Let us analyse the detail
Measure - Your progress
Strategy - The plan
By creating a roadmap for wealth creation and wealth protection we aim to help our clients to follow their dreams.
Whether that’s through saving money, in turn allowing more time to be spent on leisure pursuits and family, protecting the ones you love, or maximising Pension and investment opportunities thereby helping you on the road towards financial freedom.
By working together we draw on our expert knowledge to create a financial plan tailored to your circumstances and aspirations.
The majority of our clients come from word of mouth referrals, highlighting our proud reputation in providing first class service and exceeding client expectations.
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.