Advice and services
We specialise in astute Wealth Management advice, detailed consultation and appropriate investment ideas. Firstly, setting up your bespoke Lifestyle Plan that directs you to your Financial Goals, this in turn highlights your Financial Plan all backed up with Financial Advice and expertise to tackle and resolve your life's crucial decisions.
Lifestyle Plan - This role is to identify exactly where you are now, how you got to where you are now and more importantly where you want to get to in the next 5, 10, 15, 20 years. In fact, what it is you want to do between now and the day of you demise! Life is not a rehearsal and precious time is slipping away and my lifestyle planning role is to identify exactly what sort of life you want to live and in particular the type of lifestyle you want to enjoy.
Financial Plan - This role is to identify all of the financial resources that are available to you now, all of the resources becoming available to you in the future and more importantly all of the resources you might need to become available to you, in order to satisfy the needs of your 'lifestyle plan'. When we have this information we will then put together a comprehensive plan which will show you what your Financial Future looks like and of course what action is needed if any to achieve your goals/desired lifestyle and aspirations.
Financial Advice - Finally, when we have agreed on a financial plan, if any financial products are needed to help satisfy the needs of your Financial Plan, then we will take off the Financial Planners hat, replace this with our third hat which is as a 'Financial Adviser'. This will allow us to identify which financial products or investments should be utilised to help attain your goals and lifestyle objectives.
For full details of the range of products and services that are available to you, view our 'Wheel of Services'.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Personalised financial planning
Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your lifegoals and ambitions.
Every piece of financial advice we give at SJP has one simple goal – your personal goal. We share your values and plans, tailor our advice to fit them, and help you use your money to create the best future for yourself, and your family.
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