Initially, I hold a “no-obligation” meeting in order to: 

Help me understand your current and desired future situations and, consequently, identify your specific financial needs. 

Enable you to decide whether or not you would be happy to trust me and, St. James's Place, to consistently provide you with the best financial advice in terms of your overall Life Plan. 

Once you become a client, we maintain regular contact to review and adapt your planning to your evolving needs and changes in your circumstances. We aim at establishing a long-term trust relationship during which I provide you with an on-going service that ensures your finances are always working for you in the most effective ways.