OUR APPROACH
THE ST. JAMES’S PLACE ADVICE GUARANTEE
We work with individuals, families and trustees to provide a holistic wealth management proposition. Whether it’s a stand-alone planning issue or a more complex range of needs, we tailor our services to your specific requirements.
We guarantee 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 “ ”
OUR COMMITMENT TO YOU
We will:
• Provide personal face-to-face financial advice and servicing • Give you the opportunity to review your financial affairs regularly • Utilise sophisticated analytical techniques to create a decision-making framework
• Source best of breed solutions aligned to the attainment of your goals and objectives • Keep you informed of any regulatory or market developments that might affect your wealth management strategy • Ensure that our dealings with you are sensitive to your needs and preferences
8
9
Made with FlippingBook Annual report maker