Senior Partner Practice of St. James's Place Wealth Management
"This stage involves a face-to-face meeting where we take the time to understand your requirements..."
This stage involves a face-to-face meeting where we take the time to understand your requirements, responsibilities and long-term goals whilst answering any questions you may have. The aim of this meeting is to gather information on your current financial arrangements whilst also discussing your individual goals and objectives so we can develop a clear understanding of your financial situation.
"If you wish for us to develop an on-going relationship, we will proceed to develop a..."
If you wish for us to develop an on-going relationship, we will proceed to develop a comprehensive understanding of your existing financial arrangements and research suitable strategies to help achieve your goals in line with the level of risk that is applicable to you. This stage ensures the strategies we develop are suitable to help achieve your financial objectives.
"After we have fully analysed your circumstances we will meet with you to discuss and..."
After we have fully analysed your circumstances we will meet with you to discuss and explain our recommendations. We ensure you fully understand the plans so you are confident that they are suitable to help achieve your long-term goals. Your recommendations may address gaps in
your existing plans as well as tackle new needs that we may have found through our analysis. If you wish to take the recommendations forward we will explain the process for implementing the strategies.
"We meet after your initial plans are implemented to agree the ongoing..."
We meet after your initial plans are implemented to agree the ongoing Servcing and Communciations bespoke to yourself. We also agree the regularity of the Ongoing Service Review Meetings.
"We will regularly review the strategies put in place to ensure they continue to be suitable..."
We will regularly review the strategies put in place to ensure they continue to be suitable as your individual circumstances change. We are committed to building long-term relationships with all of our clients based upon on-going, regular, face-to-face advice that is tailored to your individual needs and circumstances.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Germain Financial Associates is a trading name of Germain Wealth Management Ltd. Germain Wealth Management Ltd is registered in England and Wales, Number 06701122. Registered Office: Germain Wealth Management ltd, 19 Montpelier Avenue, Bexley, Kent, DA5 3AP, England.