What sets us apart?
- A professional team, focused on client service, with the ability to provide the appropriate financial solutions.
- Helping clients to achieve financial clarity, giving them the ability to clearly identify what they really want.
- Assisting clients to achieve their financial goals, without running out of money, or dying with too much.
- The ability to utilise technology to store, analyse and work with our clients data and therefore being able to adapt quickly to changes their lifestyle.
- The ability to use specialists within St. James's Place in the event of a client having complicated or special financial needs.
- I can refer you to experts, such as lawyers, accountants and tax experts, all with the goal of looking after the clients individual financial needs*.
*This will involve the referral to services which are separate and distinct to St. James's Place.