Our Process

We’ve developed a simple three step process to ensure that our clients get the most of their relationship with us.

  1. Initial Meeting: First, it’s about getting to know each other and taking the time to understand what’s important to you and what you want to achieve both for you and your family. It’s what we call your Future Perfect.  We’ll combine our own expertise with our powerful planning software to see how realistic your goals are and start look at what could be achieved with a bit more planning. We can also share with you what’s worked well for other people in similar circumstances. The meeting is free of any commitment.
  2. Identifying a financial plan for your Future Perfect: If you decide to take the conversation further, we’ll start working with you to build your plan. We’ll go into more detail about your family, finances, current circumstances and also assess your attitude to risk and timescales. We’ll explain clearly how our fees work and, if you choose to engage with us, we’ll produce a full report of our recommendations and enter into a formal and fully documented process setting out all costs and commitments. This includes the St James’s Place advice guarantee to give you added peace of mind.
  3. Ongoing Support: And of course, it doesn’t stop there. We’re here for the long term, to provide you all the support you need for your financial planning needs. There’ll be regular formal reviews to make sure your plan is always appropriate and performing as best it can, whilst adapting and changing in line with your circumstances. And we’ll always be just a phone call or email away for advice and questions, for you, your family and even friends.

Most importantly of all, though, we’ll never lose sight of your Future Perfect and helping you to get there.

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St. James's Place Guarantee

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.

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the services we offer, please get in touch.