My priority is to establish and maintain trusted, long term relationships with my clients. The key to my success has been my philosophy of providing ongoing, accessible and honest advice, not one off sales. So many advisers lose contact with their clients after the first sale and fail to maintain an ongoing relationship, which is so important.
I offer all the usual financial services you would expect from an established provider, including:
- Advice and guidance on new and existing investments
- Advice on the various ways to pay for Long Term Care
- Reviewing retirement plans and existing pension arrangements
- Protecting clients’ families from the effects of Inheritance Tax
- Advice on protecting you and your family, against financial risks
A key contributor to my success has been clients’ willingness to recommend me to family, friends and colleagues, for which I am sincerely grateful. This is very important to me, not only from a business point of view, but is confirmation that I am fulfilling my goal of distinguishing myself and what I have to offer from many others in this industry.
Through the distinguished St. James’s Place brand, our clients benefit from our distinctive approach to investment management where we engage the services of a number of carefully selected and monitored, external fund managers.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.