Client Service Charter
It doesn’t matter how much you choose to invest, what matters to us is that you feel confident, respected, and supported throughout your financial journey.
We’re here for the long run. Our aim is to build lasting relationships based on trust, empathy and clear, personal advice tailored to your goals and values.
You can expect:
- Honest, face-to-face financial advice
- Clear explanations about fees, your rights and the protection you’re entitled to
- Written confirmation of all advice we give
- Support and guidance when you need it, not just at review time
Supporting You at Every Step
We offer regular in-person reviews, phone support when needed, and clear updates on anything that might affect your finances. Each review looks at your goals, investment plan, tax allowances, and comfort with risk to keep everything on track. Our aim is to give you clarity, confidence, and a plan that reflects your life – with a service you can rely on.
What our service includes
- Regular in-person review meetings, as often as you need them
- Phone support between reviews if anything changes or you’ve got questions
- Updates on anything happening in the financial world that might affect you
- Clear, jargon-free communication
- Practical guidance for all areas of your financial wellbeing
What to expect at your review
When we sit down together, we’ll:
- Take the time to fully understand your current situation and future goals
- Review your financial plan and update it if anything’s changed
- Rebalance your investment portfolio if needed
- Check you’re making full use of your tax allowances
- Keep you informed of any changes in tax rules or legislation
- Review your comfort with investment risk and adjust your plan to match your life stage and priorities
Working together
Our goal is to make sure you:
- Have a clear plan that reflects your goals, values and risk appetite
- Understand your financial position and how to make the most of it
- Feel confident that your money is being looked after and regularly reviewed
- We’ll agree upfront how often we’ll be in touch and what you can expect from us, and we’ll stick to that.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.
It's never too early to start planning a secure future for you or your family. Whatever your goals, we're here to guide you every step of the way.
