A Senior Partner Practice of
St. James's
Place Wealth Management
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Our approach to wealth management
Our approach to wealth management
Step 1 - Initial no-obligation consultation
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Step 2 - Financial Strategy Development
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Step 3 - Strategy Review and Implementation
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Step 4 - Initial Service Meeting Review
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Step 5 - On-going Service Review Meeting
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Michelle Germain
Germain Wealth Management Ltd
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