To put in place a comprehensive and holistic plan detailing your objectives and how we will seek to meet them; to work with you, even though you may not be able to access advice elsewhere.

To keep your circumstances and plan under constant review, as typically circumstances are ever-changing. 

To help improve your immediate life situation, whether this is by:

• finding you the right plans and policies to meet your needs
• freeing up your time to spend it with your family
• freeing up your time to focus on your business
• giving you the peace of mind from knowing your plans are being actively managed
• giving you the peace of mind from having a dedicated financial adviser and point of contact with St. James's Place
• keeping you abreast of market movements and monitoring your policies’ performance.
• aiming to meet at least every year to reassess your position and ensure that the strategy implemented remains appropriate
• helping you find the right place to live, at the right cost
• answering any questions you have, at whatever point you have them
• or any other situations that will free you your time and allow you live life in the way you want

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.