What it means to become a client
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<strong>What</strong> we provide<br />
• Long-term face-<strong>to</strong>-face provision of high<br />
qual<strong>it</strong>y advice from a highly qualified financial<br />
adviser you can trust<br />
• The secur<strong>it</strong>y of knowing the advice is backed<br />
by a guarantee * provided by a FTSE 100<br />
company<br />
• A business model that includes succession<br />
planning, ensuring our <strong>client</strong>s have support<br />
and service over the years <strong>to</strong> come from their<br />
adviser and from us<br />
• Annual and online Wealth Account<br />
• High qual<strong>it</strong>y specialist pensions, tax and trust<br />
advice<br />
• Ongoing management of investments by<br />
leading global investment professionals<br />
• Regular investment updates<br />
• Mon<strong>it</strong>oring by the St. James’s Place<br />
Investment Comm<strong>it</strong>tee<br />
• Fund manager mon<strong>it</strong>oring and assessment<br />
by Stamford Associates and other specialist<br />
fund consultants including Reding<strong>to</strong>n, AON<br />
Hew<strong>it</strong>t, ARC and Inalytics<br />
Products and services offered by St. James’s Place include those that may put your cap<strong>it</strong>al at risk.<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 recommending any of the<br />
wealth management products and services available from companies in the group.<br />
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