Our approach
There are two ways in which our clients may choose to engage with us.
1: The Strategic Approach
The majority of our clients choose to engage with us at a strategic level. This allows them to gain clarity on their desired future, through our comprehensive Wealth Management Programme.
With this greater clarity, we enable clients to achieve peace of mind and give more security to both them, and their beneficiaries.
For those clients who have amassed significant wealth, we help them to manage their affairs in such a way that aims for them to remain financially independent for life.
Client’s who have yet to accumulate significant wealth, benefit from our expertise in creating a bespoke financial plan, designed to lead to financial independence, in the most efficient way. We then populate the Plan with “best of breed” product solutions and take responsibility for its efficient and timely implementation.
In addition to the experience and expertise provided by St. James's Place, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products that we will be able to offer you. We believe the providers represent the 'best of breed' in their respective categories and are capable of delivering the high standards you would expect.
2: The Tactical Approach
Occasionally, clients will choose to engage with us on a tactical basis in order to resolve stand alone planning issues. For example, our advice and guidance may be required for challenges surrounding retirement planning, Inheritance Tax mitigation or investment planning.
Testimonials
