Our Wealth Management Process

Whilst our clients’ needs may be complex, the process we apply to effectively manage wealth is one of simplicity. It is rooted in the maxim – preparation is the key to success. Once it is determined we are a suitable partnership, to ensure our clients successfully navigate their financial future we complete a three-point process:

We cannot form a suitable financial plan until we have a thorough understanding of your current and desired position. We hold an initial discovery consultation, whereby we complete a comprehensive fact-gathering exercise of your existing personal and financial circumstances, and gain an understanding of your aspirations, both personal and professional.

This is where the value of advice excels. The journey you are on, from your current position to your future ambitions, will be shaped by intricacies experienced, on both a micro and macro level. Our role, as your wealth manager, is to implement a dynamic strategy, with the necessary attention to detail, which provides a long-term plan to realise your financial goals, navigating any such complexities that may arise. We liaise with our team of specialist industry experts, to produce written recommendations and once formed, present these to you.

The cornerstone of successful wealth management is ongoing analysis. Effectively securing and elevating your wealth not only requires disciplined application of the designed, bespoke financial strategy, but also monitoring and, as necessary, adjustment, as circumstances inevitably evolve. Our role extends beyond the initial implementation, as we work with you for the duration, removing the responsibility of ongoing review from your desk, but equally keeping you informed, through our annual consultations.

Our Comprehensive Service

We provide a holistic wealth management service, with the scope to address all planning needs, across both personal and corporate finance. Having access to a full service offering provides our clients with both convenience and efficiency, from a practical perspective, but also ensures, where recommendations are delivered across multiple, interrelated advice areas, that these correctly interact and all planning intricacies are accounted for.

Additionally, we have access to a range of complementary third-party services*, on which appropriate due diligence by St. James's Place has been undertaken, that we can refer our clients to, where needs external to wealth management arise as part of broader planning.

Got a question?

Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.

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