Differentiating ourselves consists of making people and not products our priority, preferring prudence over performance at the core of your portfolio and, more precious to us, an unmistakable culture of service not sales.
Our ‘3 Steps’ approach
Step 1 – DEFINE: Where are you now and where do and don't you want to be? We will help you clarify these areas that are fundamental and unique to you.
Step 2 – DESIGN: Thorough analysis of income, costs and future assumptions will help us to model your financial future together and plan appropriately.
Step 3 – DELIVER: If and only if required, following the stages above, will we recommend solutions to you so that a clear and confident roadmap can be defined for your journey ahead.
Through every step we take together we will tell you the truth about your money.
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.