What it means to become a client
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Service Standards Charter<br />
We will:<br />
• Fully understand our <strong>client</strong>s’ financial circumstances<br />
• Identify our <strong>client</strong>s’ goals and objectives<br />
• Liaise w<strong>it</strong>h other professionals and experts as needed<br />
• Formulate advice and make recommendations<br />
• Provide a full explanation of all our costs, charges and advice fees<br />
• Provide advice backed by the St. James’s Place Advice Guarantee *<br />
• Communicate w<strong>it</strong>h our <strong>client</strong>s and provide an ongoing service as<br />
agreed by them<br />
*St. James’s Place guarantees the su<strong>it</strong>abil<strong>it</strong>y of the advice given by members of the St. James’s Place Partnership when<br />
recommending any of the wealth management products and services available from companies in the group.<br />
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