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SEE THE PROCESS

Crafting your financial future.

See The Process

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.

Trusts are not regulated by the Financial Conduct Authority.

We free up your time and ensure your future is secured…

…creating bespoke financial plans, highly personalised and aligned to your aspirations.

Delivering the truly personalised service you’d expect from a boutique financial practice, we are also underpinned by the resources and scale of St. James’s Place, the UK’s largest wealth management firm by funds under management.

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 at www.sjp.co.uk/products.

Charting your path to financial freedom.

Your life

This is a fact-finding opportunity, for you to express to us your goals and aspirations in life. It could be anything from starting a family, to retiring early and spending more time with them, to thinking about the legacy you’ll leave to them. This session is also an opportunity for you to get to know us – what we specialise in, and how we can design your financial plan around your objectives.

Your plan

A really exciting part of the initial consultation, in which we’ll use industry-leading software to visualise and model your cashflow based on existing positions, and your planning, in line with your goals and aspirations. We can identify what about your plan needs to be tweaked, based on stress-testing, in order to realise your goals.

Your journey

In the final meeting, we’ll present our recommendations and investment strategy to you, demonstrating how your plan has been designed to complement your ambitions and help you reach your goals.

Your north star

Heping you to keep on track, we’ll hold regular review meetings with you, to discuss the performance of your portfolio, any legislative or taxation changes, and whether we need to make tweaks to your financial plan in order to continue on the right trajectory towards fulfilling your goals. Think of us as your trusted sounding board. You can ask our opinion on just about any aspect of your life, and how your financial plan can continue to support you and your family.

Your life

Your plan

Your journey

In the final meeting, we’ll present our recommendations and investment strategy to you, demonstrating how your plan has been designed to complement your ambitions and help you reach your goals.