Get in touch
You can contact us by phone, email or social media and we would be delighted to arrange an appointment that meets your requirements.
client, at the heart
of everything we do.
The Eight Step Client Journey
Let’s Meet
Your first face to face or virtual meeting with an adviser will be to discuss your current financial situation and goals for your future. You will be provided with a no-obligation overview of our service and how your journey will move forward.
Information Gathering
Once comfortable and confident to do so your adviser will obtain information on your existing plans, if this is relevant to create a detailed proposal of how we can help you.
Research and Analysis
Your adviser and our experienced support team will use your plan information to investigate, consider and create the best solution for your individual situation, ambition’s and objectives.
Your Financial Plan
Your adviser will spend time with you proposing your no-obligation future plan.
Let’s Go!
If you like what you see it’s now time to complete the paperwork and implement the agreed plan.
Annual Investment Reviews
You will receive annual investment reviews from St. James’s Place Wealth Management.
Client Review
Your adviser will contact you for regular reviews ensuring your goals and aspirations are on track.
