When making the transition to your new challenge your focus is understandably centred upon developing your career.

Inevitably, this can leave little opportunity to concentrate on your own financial priorities. However, there are many important factors that directly impact upon you as you move from one employment to another. At St. James's Place we are experienced in helping you efficiently address these areas.

The service is based around a series of meetings. We employ a rigorous process to ensure we obtain the necessary information to enable us to deliver a financial advisory and wealth management service designed to meet your financial requirements and objectives.

Initial meeting:

Focus on you:

• Discuss your requirements
• Understand your goals and aspirations
• We provide you with details of what we can offer and how we work
• Establish together if a mutually beneficial relationship can be built over time

Planning meeting:

• Determine your attitude to risk
• Discuss options and alternatives
• Agree priorities
• Formulate a plan
• Agree actions

Implementation meeting:

• Determine asset-allocation decisions
• Complete relevant documentation
• Agree ongoing reviews, service and reporting preferences
• Regular reviews and ongoing access

Designed to ensure our recommendations and advice remain fit for purpose, reflecting changes in your personal circumstances and legislation.

Contact us today to find out more about how our trusted advice can help you during this transition period.