For successful, busy people the sheer complexity of the financial services marketplace in the UK with the seemingly limitless number of options available is a major disincentive to ‘Do It Yourself’ financial planning. Paradoxically, the more complex your financial affairs the fewer real options you have, because the majority of the financial services available are designed for the mass market and delivered by individuals trained to this level, but no higher.
Ultimately though, however complex the detail, we often find there are two major needs which will be common to most successful people:
- The first is a source of financial advice you can trust. Even the most knowledgeable of us will want to turn to someone for a second opinion, or for an experienced view when dealing with an unfamiliar issue. Most people will appreciate more fundamental advice on a regular basis. Indeed, while there are often ‘quick wins’ to be made on your behalf, our financial planners believe that it is only over an extended period of time that the real quality of the advice and the success of the financial planning can be gauged.
- The second is for financial products that you can trust. As a Principal Partner Practice of St. James’s Place Wealth Management, we provide exclusive access to the highly regarded products and services offered by the St. James’s Place Wealth Management Group. These include an ever-increasing range of wealth management services, including portfolio management, in conjunction with selected third party providers.
If you are seeking expertise, experience and a personal service then we are confident that our financial advisors will not disappoint you. Our aim is to become ‘your Partner in managing your wealth.’
Contact us directly and one of our Partners will arrange a meeting with you at your convenience.