Your priorities and objectives are at the centre of everything we do

We work with you to build a financial plan that aligns your money with your goals and the things that matter most. Whether that’s aiming for financial independence, buying your ideal home, seeing more of the world, supporting your children’s education, launching a business, or setting yourself up for the lifestyle you want in retirement, we’ll help you create a clear path to get there.

1.  Discovery Meeting

The chemistry - Your journey begins with a relaxed, no-obligation conversation. We take the time to understand who you are, what matters to you, and what you want your money to help you achieve. It’s simply about getting clarity on your needs and seeing whether we’re the right Partner to support you.

2. Planning Meeting

Its all about you - We take a detailed look at your current finances, your income, savings, pensions, investments, and protection arrangements. We explore your future goals and priorities so we can start shaping a financial plan that is tailored specifically to you.

3. Strategy Presentation Meeting

The strategy - With your personalised plan prepared, we walk you through our recommendations step by step. We explain how each part supports your goals, answer any questions, and ensure you feel fully informed and confident before moving forward.

3. Post-Implementation

The Launch - We will walk through what has been implemented, confirm everything is as expected, and make sure you feel confident and informed about your arrangements.

4. Review Meetings

Evolving your plan - Financial planning isn’t a one-off event. At least once a year, we meet to review your progress, check performance, and adjust your plan to reflect any changes in your circumstances or ambitions. This ensures your financial strategy continues to evolve as your life does.

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 back less than you invested.