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St. James’s Place in partnership with Mail Online
Financial advice is more important than ever. Changes in regulations, alongside the coronavirus pandemic, have impacted us all and a financial adviser can talk you through your options to help secure your long-term goals.
Our financial planning guide is for those approaching or already in retirement. Retirement can be complicated. Let us help you find financial peace of mind.
I would highly recommend them and others I speak to are happy with them; they obviously give good service to everyone.”
It’s excellent, I’ve been with them 8 years and I just leave everything to them.”
They are very good and very happy that we were introduced to them. They are a professional firm that I can trust.”
I would say I always trust my adviser to do the right thing by me, I am happy with my investments, he keeps me up to date.”
*From a Client survey carried out by Wealth-X Custom Research, September 2018.
I would highly recommend them and others I speak to are happy with them; they obviously give good service to everyone.”
It’s excellent, I’ve been with them 8 years and I just leave everything to them.”
They are very good and very happy that we were introduced to them. They are a professional firm that I can trust.”
I would say I always trust my adviser to do the right thing by me, I am happy with my investments, he keeps me up to date.”
*From a Client survey carried out by Wealth-X Custom Research, September 2018.
Whether you are approaching or already in retirement speaking with a financial adviser offers personalised advice that covers financial, investment and tax planning, designed specifically for your lifestyle goals and stage of life.
Being able to call upon the services of an adviser who understands your personal circumstances, and who focuses on building and maintaining a long-term relationship, enables you to benefit from a source of trusted advice as your financial needs evolve over the years.
The financial benefits of taking advice are well documented. Research undertaken by the International Longevity Centre UK (ILC) in 2019 showed that those who take advice are on average £47,706 better off in retirement (in pensions and financial assets) than those who don’t.
Research shows that those who take advice are more confident that they will achieve their long-term goals and, through their interactions with an adviser, feel more financially literate and able to understand how their goals will be achieved – as well as more empowered to make complex financial decisions for themselves.
Putting clients at the heart of everything we do is core to our culture and enables us to work together to run a genuinely client-focused business. We recognise that everyone’s financial journey is different, that is why our approach to financial and investment planning is based on individual goals.
During your first meeting with your financial adviser, you will be asked a number of questions about your family, lifestyle, finances and personal goals so that we can gain a better understanding of your life and thoroughly assess your current financial situation.
Our adviser will consider your individual circumstances, range of assets and short- and long-term goals before putting together a financial plan to help you achieve these. The adviser will discuss the charges associated – which are a percentage of the amount invested - and will talk you through the St. James’s Place Advice Guarantee: 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.
Your first meeting is just the beginning of an ongoing relationship and process. Once you decide to work with a St. James’s Place adviser, you can expect ongoing personal financial advice based on your goals and needs with regular meetings to review your goals, progress and investments.
There is no obligation to proceed with the plan presented by the St. James's Place adviser.
Our advisers can meet with you in person* at your home, place of work or at their office. Alternatively, we can conduct meetings over the phone and virtually through video conferencing.
*Subject to COVID guidance at the time of the meeting.
I’ve always been very, very satisfied with the advice they gave me and the return on your investments so to me they are number one!”
Louise, a St. James’s Place client, tells us how her adviser helped to secure the foundations for her family’s future.
Read storyWe believe passionately that the best wealth management service is provided through personal, bespoke advice and can help you navigate your choices when it comes to your financial options.
