My philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality integrity and excellence, which in turn gives both private and business clients financial peace of mind. I am delighted that many new clients come to me as a result of personal recommendation by existing clients.
It is often a frustration to investors that their affairs have not been regularly reviewed, and a cornerstone of my commitment to service is a promise to meet each client on an annual basis, or more often if required.
I believe every client is individual, with very personal needs and requirements, and therefore tailor my recommendations appropriately to provide bespoke portfolio management solutions.
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 less than you invested.